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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 | $106,247-52.0% | $147,096-65.3% | $77,714-34.3% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 87.70% | 56.87%+30.8pp | 419.75%-332.0pp | 31.26%+56.4pp |
| Employer contribution / active EE | $2,763 | $4,069-32.1% | $4,936-44.0% | $2,727+1.3% |
| Participant deferral / active EE | $5,287 | $7,996-33.9% | $8,071-34.5% | $4,649+13.7% |
| Admin fee / account holder | $25 | $338-92.6% | $13,005-99.8% | $433-94.2% |