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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $81,139 |
NPPG2 years Filed as: NPPG FIDUCIARY SERVICES Service code 14 · EIN 30-0835405 | Plan Administrator | $19,949 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $18,193 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $6,650 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,191 | $92,186-47.7% | $105,624-54.4% | $77,762-38.0% |
| Participation rate | 61.5% | 81.0%-19.5pp | 75.3%-13.8pp | 70.6%-9.1pp |
| Annual return | 4.07% | 17.83%-13.8pp | 116.20%-112.1pp | 31.27%-27.2pp |
| Employer contribution / active EE | $575 | $3,376-83.0% | $3,168-81.8% | $2,728-78.9% |
| Participant deferral / active EE | $2,258 | $5,395-58.1% | $5,013-55.0% | $4,651-51.4% |
| Admin fee / account holder | $612 | $219+179.5% | $10,961-94.4% | $433+41.4% |