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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,933 |
QBI, LLC1+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $760 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,347 | $39,245-71.1% | $64,105-82.3% | $52,331-78.3% |
| Participation rate | 50.7% | 58.2%-7.5pp | 68.2%-17.5pp | 68.1%-17.4pp |
| Annual return | -0.99% | 14.79%-15.8pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $185 | $736-74.9% | $1,820-89.8% | $1,882-90.2% |
| Participant deferral / active EE | $1,915 | $1,992-3.8% | $2,822-32.1% | $3,022-36.6% |
| Admin fee / account holder | $123 | $592-79.2% | $4,499-97.3% | $592-79.1% |