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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMT SOLUTIONS, LL Service code 15 · EIN 13-3689044 | Recordkeeping | $77,144 |
Filed as: PLAN PROFESSIONALS, LLC D/B/A NPPG Service code 15 · EIN 85-3213245 | Recordkeeping | $76,390 |
NPPG1 year Filed as: NPPG PLAN PROFESSIONALS Service code 27 · EIN 85-3213245 | Advisory (Plan) | $13,879 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,990 |
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 | $23,344 | $41,039-43.1% | $85,240-72.6% | $99,313-76.5% |
| Participation rate | 11.7% | 34.4%-22.7pp | 67.5%-55.9pp | 71.7%-60.0pp |
| Annual return | 25.76% | 17.44%+8.3pp | 66.75%-41.0pp | 17.67%+8.1pp |
| Employer contribution / active EE | $185 | $1,106-83.3% | $2,735-93.2% | $3,264-94.3% |
| Participant deferral / active EE | $469 | $2,193-78.6% | $4,527-89.6% | $5,346-91.2% |
| Admin fee / account holder | $247 | $177+39.4% | $6,165-96.0% | $109+126.1% |