Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,267 | $45,109-6.3% | $85,240-50.4% | $77,762-45.6% |
| Participation rate | 91.3% | 48.7%+42.7pp | 67.5%+23.8pp | 70.6%+20.7pp |
| Annual return | 160.64% | 79.55%+81.1pp | 66.75%+93.9pp | 31.27%+129.4pp |
| Employer contribution / active EE | $1,891 | $1,602+18.1% | $2,735-30.9% | $2,728-30.7% |
| Participant deferral / active EE | $2,741 | $2,814-2.6% | $4,527-39.5% | $4,651-41.1% |
| Admin fee / account holder | $154 | $915-83.1% | $6,165-97.5% | $433-64.4% |