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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $91,966 |
Filed as: PLAN PROFESSIONALS, LLC D/B/A NPPG Service code 15 · EIN 85-3213245 | Recordkeeping | $17,711 |
NPPG2 years Filed as: NPPG INVESTMENT SERVICES LLC Service code 27 · EIN 32-0356844 | Advisory (Plan) | $7,854 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $1 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,267 | $45,022-6.1% | $85,126-50.3% | $77,714-45.6% |
| Participation rate | 91.3% | 48.7%+42.6pp | 67.5%+23.8pp | 70.6%+20.7pp |
| Annual return | 160.64% | 79.38%+81.3pp | 66.63%+94.0pp | 31.26%+129.4pp |
| Employer contribution / active EE | $1,891 | $1,610+17.4% | $2,731-30.8% | $2,727-30.7% |
| Participant deferral / active EE | $2,741 | $2,811-2.5% | $4,523-39.4% | $4,649-41.0% |
| Admin fee / account holder | $154 | $913-83.1% | $6,160-97.5% | $433-64.4% |