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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $28,797 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 22 · EIN 74-2794194 | Insurance Broker | $3,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,697 | $72,770-44.1% | $67,652-39.8% | $55,191-26.3% |
| Participation rate | 67.5% | 78.8%-11.2pp | 75.7%-8.1pp | 69.2%-1.6pp |
| Annual return | 20.59% | -3.26%+23.9pp | 6625.40%-6604.8pp | 10.78%+9.8pp |
| Employer contribution / active EE | $1,459 | $1,769-17.6% | $2,266-35.6% | $1,899-23.2% |
| Participant deferral / active EE | $2,438 | $3,408-28.5% | $3,560-31.5% | $3,046-20.0% |
| Admin fee / account holder | $68 | $79-14.2% | $4,821-98.6% | $91-25.5% |