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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $142,631 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $24,673 |
JONES SIMKINS LLC1 year Filed as: JONES-SIMKINS Service code 10 · EIN 46-1592906 | Accounting | $18,593 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,980 |
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 | $25,402 | $106,236-76.1% | $112,249-77.4% | $64,819-60.8% |
| Participation rate | 65.8% | 71.7%-5.9pp | 75.1%-9.2pp | 71.5%-5.7pp |
| Annual return | -42.17% | -6.02%-36.2pp | 27.48%-69.7pp | 32.84%-75.0pp |
| Employer contribution / active EE | $960 | $3,166-69.7% | $3,636-73.6% | $2,507-61.7% |
| Participant deferral / active EE | $1,975 | $3,785-47.8% | $4,729-58.2% | $4,311-54.2% |
| Admin fee / account holder | $417 | $452-7.6% | $6,412-93.5% | $188+122.1% |