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| Provider | Service type | Compensation |
|---|---|---|
NPPG1 year Filed as: NPPG INVESTMENT SERVICES LLC Service code 27 · EIN 32-0356844 | Advisory (Plan) | $10,166 |
Service code 15 · EIN 22-3349752 | Recordkeeping | $6,105 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,501 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,830 |
NPPG1 year Filed as: NPPG PLAN PROFESSIONALS LLC Service code 27 · EIN 85-3213245 | Advisory (Plan) | $412 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,417 | $91,439-52.5% | $135,974-68.1% | $71,511-39.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.24% | 29.90%-14.7pp | 68.30%-53.1pp | 28.86%-13.6pp |
| Employer contribution / active EE | $2,517 | $3,705-32.1% | $4,859-48.2% | $2,589-2.8% |
| Participant deferral / active EE | $4,014 | $7,093-43.4% | $7,760-48.3% | $4,291-6.5% |
| Admin fee / account holder | $51 | $1,267-96.0% | $10,767-99.5% | $1,588-96.8% |