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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $67,620 |
NIENOW1+ years Service code 10 · EIN 20-0533822 | Accounting | $10,797 |
EMPLOYERS RESOURCE1+ years Service code 14 · EIN 33-0688056 | Plan Administrator | $3,663 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 22 | Insurance Broker | $1,620 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 22 · EIN 74-2794194 | 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.
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.
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 | $37,427 | $88,324-57.6% | $115,038-67.5% | $55,191-32.2% |
| Participation rate | 37.6% | 72.5%-34.9pp | 81.4%-43.8pp | 69.2%-31.6pp |
| Annual return | -0.91% | 6.30%-7.2pp | 26.14%-27.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $906 | $2,805-67.7% | $4,608-80.3% | $1,899-52.3% |
| Participant deferral / active EE | $1,655 | $5,042-67.2% | $6,026-72.5% | $3,046-45.7% |
| Admin fee / account holder | $387 | $105+266.9% | $8,175-95.3% | $91+325.9% |