Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $104,615 |
JONES SIMKINS LLC5 years Filed as: JONES SIMKINS Service code 10 · EIN 46-1592906 | Accounting | $36,854 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $24,778 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,145 | $83,023-36.0% | $102,437-48.1% | $77,762-31.7% |
| Participation rate | 43.0% | 71.5%-28.5pp | 74.5%-31.5pp | 70.6%-27.5pp |
| Annual return | -27.09% | 19.12%-46.2pp | 24.95%-52.0pp | 31.27%-58.4pp |
| Employer contribution / active EE | $2,440 | $3,552-31.3% | $3,871-37.0% | $2,728-10.6% |
| Participant deferral / active EE | $2,199 | $4,110-46.5% | $5,060-56.5% | $4,651-52.7% |
| Admin fee / account holder | $798 | $639+24.9% | $8,388-90.5% | $433+84.4% |