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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS PENSION CONSULTANTS6 years Service code 15 · EIN 27-1186851 | Recordkeeping | $20,350 |
Service code 10 · EIN 45-4128109 | Accounting | $8,081 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,333 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,247 | $88,186+23.9% | $165,071-33.8% | $74,459+46.7% |
| Participation rate | 77.2% | 73.1%+4.1pp | 78.6%-1.4pp | 67.2%+10.0pp |
| Annual return | 13.39% | 17.13%-3.7pp | 70.17%-56.8pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,720 | $2,600-33.9% | $4,347-60.4% | $2,626-34.5% |
| Participant deferral / active EE | $9,562 | $4,505+112.3% | $6,035+58.4% | $4,350+119.8% |
| Admin fee / account holder | $164 | $2,234-92.7% | $12,695-98.7% | $1,945-91.6% |