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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $17,212 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,185 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,304 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,758 | $215,321-89.4% | $143,757-84.2% | - |
| Participation rate | 63.9% | 60.1%+3.8pp | 80.3%-16.5pp | - |
| Annual return | -12.10% | -15.45%+3.4pp | -0.04%-12.1pp | - |
| Employer contribution / active EE | $1,647 | $1,875-12.2% | $4,951-66.7% | - |
| Participant deferral / active EE | $0 | $2,485-100.0% | $5,637-100.0% | - |
| Admin fee / account holder | $171 | $36,394-99.5% | $14,673-98.8% | - |