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| Provider | Service type | Compensation |
|---|---|---|
TPA SERVICES, INC.2 years Service code 15 · EIN 84-1571661 | Recordkeeping | $1,949 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $620 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $367 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,079 | $55,449-69.2% | $83,830-79.6% | $56,287-69.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -6.29% | -1.38%-4.9pp | 850.97%-857.3pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,500 | $2,430+2.9% | $3,631-31.1% | $2,111+18.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $23 | $656-96.4% | $5,479-99.6% | $521-95.5% |