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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $42,368 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 13-3689044 | Advisory (Plan) | $40,323 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $15,171 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,756 | $89,093-65.5% | $102,434-70.0% | $77,736-60.4% |
| Participation rate | 95.1% | 80.9%+14.2pp | 76.5%+18.6pp | 70.6%+24.5pp |
| Annual return | 12.19% | 25.03%-12.8pp | 29.46%-17.3pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,117 | $2,699-58.6% | $3,023-63.0% | $2,728-59.0% |
| Participant deferral / active EE | $4,381 | $5,147-14.9% | $5,055-13.3% | $4,651-5.8% |
| Admin fee / account holder | $395 | $236+67.4% | $9,462-95.8% | $433-8.9% |