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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,758 | $216,269-89.5% | $143,797-84.2% | - |
| Participation rate | 63.9% | 60.2%+3.7pp | 80.3%-16.5pp | - |
| Annual return | -12.10% | -15.44%+3.3pp | -0.04%-12.1pp | - |
| Employer contribution / active EE | $1,647 | $1,888-12.8% | $4,952-66.7% | - |
| Participant deferral / active EE | $0 | $2,498-100.0% | $5,638-100.0% | - |
| Admin fee / account holder | $171 | $36,574-99.5% | $14,679-98.8% | - |