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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 33-6071399 | Recordkeeping | $231,755 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $95,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,061 | $34,242+34.5% | $76,518-39.8% | $75,289-38.8% |
| Participation rate | 35.8% | 43.9%-8.1pp | 68.0%-32.2pp | 72.4%-36.6pp |
| Annual return | -8.69% | -0.98%-7.7pp | -0.27%-8.4pp | -0.04%-8.6pp |
| Employer contribution / active EE | $946 | $975-3.0% | $2,647-64.3% | $2,405-60.7% |
| Participant deferral / active EE | $2,043 | $1,872+9.1% | $3,836-46.7% | $3,739-45.4% |
| Admin fee / account holder | $378 | $112+237.3% | $4,849-92.2% | $102+269.1% |