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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,431 |
ASCENSUS LLC3+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $2,375 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,330 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,088 | $46,332-41.5% | $143,799-81.2% | $64,819-58.2% |
| Participation rate | 49.0% | 64.2%-15.3pp | 80.3%-31.3pp | 71.5%-22.5pp |
| Annual return | -12.42% | -10.05%-2.4pp | -0.04%-12.4pp | 32.84%-45.3pp |
| Employer contribution / active EE | $827 | $1,911-56.7% | $4,952-83.3% | $2,507-67.0% |
| Participant deferral / active EE | $1,172 | $2,647-55.7% | $5,638-79.2% | $4,311-72.8% |
| Admin fee / account holder | $76 | $154-50.7% | $14,677-99.5% | $188-59.6% |