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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 16 · EIN 33-0905143 | Consulting | $17,940 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,049 |
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.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,003 | $79,523-87.4% | $140,016-92.9% | $56,287-82.2% |
| Participation rate | 71.9% | 85.7%-13.8pp | 87.5%-15.6pp | 69.9%+2.0pp |
| Annual return | -8.36% | 2.39%-10.8pp | 651.12%-659.5pp | -9.96%+1.6pp |
| Employer contribution / active EE | $374 | $3,350-88.9% | $5,606-93.3% | $2,111-82.3% |
| Participant deferral / active EE | $2,682 | $5,129-47.7% | $6,927-61.3% | $3,350-19.9% |
| Admin fee / account holder | $24 | $614-96.1% | $10,705-99.8% | $521-95.3% |