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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $35,305 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,870 |
Filed as: PLAN PROFESSIONALS, LLC D/B/A NPPG Service code 15 · EIN 85-3213245 | Recordkeeping | $11,135 |
NPPG1 year Filed as: NPPG INVESTMENT SERVICES LLC Service code 27 · EIN 32-0356844 | Advisory (Plan) | $6,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,810 | $49,918+91.9% | $80,669+18.8% | $75,184+27.4% |
| Participation rate | 98.9% | 55.3%+43.6pp | 67.0%+31.9pp | 67.2%+31.7pp |
| Annual return | 19.41% | 34.61%-15.2pp | 937.61%-918.2pp | 160.78%-141.4pp |
| Employer contribution / active EE | $5,087 | $1,699+199.4% | $2,724+86.8% | $2,671+90.4% |
| Participant deferral / active EE | $6,270 | $2,993+109.5% | $4,444+41.1% | $4,127+51.9% |
| Admin fee / account holder | $417 | $3,580-88.4% | $5,384-92.3% | $5,652-92.6% |