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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,005 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONSULTANTS - CA Service code 15 · EIN 77-0586222 | Recordkeeping | $250 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $96 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $49 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,673 | $50,464-74.9% | $75,784-83.3% | $52,331-75.8% |
| Participation rate | 35.4% | 66.8%-31.3pp | 75.8%-40.4pp | 68.1%-32.7pp |
| Annual return | -0.93% | 1.03%-2.0pp | 9.68%-10.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $472 | $1,988-76.2% | $3,323-85.8% | $1,882-74.9% |
| Participant deferral / active EE | $845 | $2,570-67.1% | $3,652-76.9% | $3,022-72.0% |
| Admin fee / account holder | $134 | $1,103-87.9% | $5,300-97.5% | $592-77.4% |