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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $130,778 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,768 |
Service code 27 · EIN 93-4617010 | Advisory (Plan) | $48,103 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $35,822 |
MILLIMAN, INC.2 years Filed as: GRANT MILLMAN & JOHNSON PC Service code 10 · EIN 38-2555519 | Accounting | $20,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,491 | $44,980+52.3% | $85,063-19.5% | $77,692-11.8% |
| Participation rate | 99.7% | 48.6%+51.1pp | 67.5%+32.2pp | 70.6%+29.1pp |
| Annual return | 188.46% | 79.13%+109.3pp | 66.54%+121.9pp | 31.25%+157.2pp |
| Employer contribution / active EE | $2,707 | $1,607+68.4% | $2,727-0.7% | $2,726-0.7% |
| Participant deferral / active EE | $5,566 | $2,804+98.5% | $4,523+23.1% | $4,648+19.7% |
| Admin fee / account holder | $340 | $911-62.7% | $6,155-94.5% | $431-21.1% |