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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 | $88,137+24.0% | $164,975-33.8% | $74,429+46.8% |
| Participation rate | 77.2% | 73.1%+4.1pp | 78.6%-1.4pp | 67.2%+10.0pp |
| Annual return | 13.39% | 17.13%-3.7pp | 70.12%-56.7pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1,720 | $2,597-33.8% | $4,343-60.4% | $2,625-34.5% |
| Participant deferral / active EE | $9,562 | $4,501+112.5% | $6,033+58.5% | $4,348+119.9% |
| Admin fee / account holder | $164 | $2,231-92.7% | $12,688-98.7% | $1,944-91.6% |