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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $21,530 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,517 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,227 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $977 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,163 | $61,272-63.8% | $149,673-85.2% | $71,457-69.0% |
| Participation rate | 79.6% | 62.5%+17.1pp | 78.8%+0.8pp | 67.9%+11.7pp |
| Annual return | 9.96% | 35.85%-25.9pp | 134.42%-124.5pp | 28.85%-18.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,344 | $2,917-19.7% | $5,680-58.7% | $4,289-45.4% |
| Admin fee / account holder | $194 | $1,261-84.6% | $13,210-98.5% | $1,587-87.8% |