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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL INS. COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $1,784 |
NPPG1+ years Filed as: PLAN PROFESSIONALS DBA NPPG PLAN Service code 15 · EIN 85-3213245 | Recordkeeping | $645 |
NPPG1+ years Filed as: NPPG PLAN PROFESSIONALS LLC Service code 14 · EIN 85-3213245 | Plan Administrator | $115 |
360 PAYROLL INTEGRATION CORP1+ years Service code 17 · EIN 83-3880266 | Pension Consulting | $69 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $57 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,246 | $34,675-79.1% | $77,113-90.6% | $64,829-88.8% |
| Participation rate | 2.8% | 49.9%-47.1pp | 67.9%-65.1pp | 71.5%-68.7pp |
| Annual return | 0.00% | -5.28%+5.3pp | 42.37%-42.4pp | 32.85%-32.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $76 | $2,556-97.0% | $4,430-98.3% | $4,312-98.2% |
| Admin fee / account holder | $110 | $178-38.3% | $5,445-98.0% | $188-41.4% |