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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $460,509 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $177,261 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN PROFESSIONALS, LLC D/B/A NPPG Service code 15 · EIN 85-3213245 | Recordkeeping | $31,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,273 | $35,293-34.1% | $77,113-69.8% | $89,433-74.0% |
| Participation rate | 30.8% | 31.3%-0.5pp | 67.9%-37.1pp | 71.3%-40.4pp |
| Annual return | 0.00% | -5.92%+5.9pp | 42.37%-42.4pp | -11.88%+11.9pp |
| Employer contribution / active EE | $337 | $695-51.6% | $2,815-88.0% | $3,021-88.9% |
| Participant deferral / active EE | $786 | $1,764-55.5% | $4,430-82.3% | $5,125-84.7% |
| Admin fee / account holder | $95 | $105-9.4% | $5,445-98.3% | $79+19.9% |