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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 72-1202445 | Accounting | $19,000 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS' Service code 15 · EIN 13-3689044 | Recordkeeping | $13,961 |
Filed as: NORTHWESTER MUTUAL INVESTMENT SER Service code 22 | Insurance Broker | $11,824 |
Service code 15 · EIN 20-3970947 1985 E. RIVER RD, STE 111 · TUCSON, AZ 85718 | Recordkeeping | $8,110 |
Filed as: NORTHWESTERN MUTUAL INV SERVICES Service code 22 · EIN 52-2114207 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,825 | $52,967+11.1% | $172,753-65.9% | $65,186-9.8% |
| Participation rate | 86.2% | 66.2%+20.0pp | 82.6%+3.6pp | 70.2%+16.0pp |
| Annual return | 1988.01% | 30.12%+1957.9pp | 803.00%+1185.0pp | 29.39%+1958.6pp |
| Employer contribution / active EE | $1,177 | $2,190-46.3% | $5,144-77.1% | $2,177-45.9% |
| Participant deferral / active EE | $2,999 | $2,471+21.4% | $5,198-42.3% | $3,514-14.7% |
| Admin fee / account holder | $446 | $472-5.5% | $13,956-96.8% | $847-47.3% |