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| Provider | Service type | Compensation |
|---|---|---|
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $27,002 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 · EIN 39-0989781 | Investment Mgmt Fees | $20,723 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,456 | $88,203-70.0% | $165,100-84.0% | $74,478-64.5% |
| Participation rate | 99.6% | 73.1%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 11.73% | 17.13%-5.4pp | 70.21%-58.5pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,357 | $2,601-47.8% | $4,348-68.8% | $2,626-48.3% |
| Participant deferral / active EE | $2,135 | $4,505-52.6% | $6,035-64.6% | $4,350-50.9% |
| Admin fee / account holder | $147 | $2,235-93.4% | $12,696-98.8% | $1,946-92.5% |