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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 120 VANTIS DR, STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $16,536 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 150 OLIVE ST. · LOS ANGELES, CA 90015 | Recordkeeping | $6,134 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $1,074 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,763 | $196,842-83.9% | $118,925-73.3% | - |
| Participation rate | 88.9% | 71.6%+17.3pp | 75.4%+13.5pp | - |
| Annual return | 11.30% | 11.43%-0.1pp | 35.88%-24.6pp | - |
| Employer contribution / active EE | $1,214 | $2,386-49.1% | $3,263-62.8% | - |
| Participant deferral / active EE | $2,803 | $3,828-26.8% | $4,265-34.3% | - |
| Admin fee / account holder | $52 | $15,940-99.7% | $6,581-99.2% | - |