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| Provider | Service type | Compensation |
|---|---|---|
NPPG2 years Filed as: NPPG PLAN PROFESSIONALS LLC Service code 27 · EIN 85-3213245 | Advisory (Plan) | $33,018 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,347 |
Service code 15 · EIN 22-3349752 | Recordkeeping | $8,853 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,724 |
NPPG2 years Filed as: NPPG INVESTMENT SERVICES LLC Service code 27 · EIN 32-0356844 | Advisory (Plan) | $1,730 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,050 | $106,264-52.0% | $147,117-65.3% | $77,762-34.4% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 87.70% | 56.94%+30.8pp | 420.54%-332.8pp | 31.27%+56.4pp |
| Employer contribution / active EE | $2,763 | $4,074-32.2% | $4,932-44.0% | $2,728+1.3% |
| Participant deferral / active EE | $5,287 | $8,003-33.9% | $8,065-34.4% | $4,651+13.7% |
| Admin fee / account holder | $25 | $334-92.5% | $12,993-99.8% | $433-94.2% |