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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $155,903 |
Filed as: FIRST INTERSTATE BANK OF COMMERCE T Service code 27 · EIN 81-6023169 | Advisory (Plan) | $69,760 |
Service code 15 · EIN 22-3349752 | Recordkeeping | $5,932 |
NPPG1 year Filed as: NPPG PLAN PROFESSIONALS, LLC Service code 15 · EIN 85-3213245 | Recordkeeping | $2,400 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $375 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,071-100.0% | $68,368-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | -100.50% | 353.14%-453.6pp | 292.57%-393.1pp | 220.34%-320.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |