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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FLEX PENSIONS OF CALIFORNIA, INC. Service code 15 · EIN 33-0762795 | Recordkeeping | $0 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 22 | Insurance Broker | $0 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $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.
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.
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 | $55,102 | $52,884+4.2% | $84,753-35.0% | $55,167-0.1% |
| Participation rate | 15.4% | 67.5%-52.1pp | 76.6%-61.2pp | 69.0%-53.6pp |
| Annual return | 2.79% | 18.03%-15.2pp | 22.78%-20.0pp | 169.23%-166.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $617 | $2,644-76.7% | $3,712-83.4% | $3,054-79.8% |
| Admin fee / account holder | $373 | $581-35.8% | $5,333-93.0% | $504-26.0% |