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| Provider | Service type | Compensation |
|---|---|---|
TPA SERVICES, INC.8 years Service code 15 · EIN 84-1571661 | Recordkeeping | $1,955 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,318 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $677 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,776 | $80,731-64.4% | $103,374-72.2% | $74,546-61.4% |
| Participation rate | 90.7% | 65.7%+25.1pp | 74.5%+16.2pp | 67.2%+23.5pp |
| Annual return | 9.18% | 27.56%-18.4pp | 24.89%-15.7pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $2,180 | $3,158-31.0% | $3,869-43.7% | $2,624-16.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $30 | $2,369-98.7% | $8,394-99.6% | $1,944-98.5% |