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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $145,868 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $73,782 |
QBI, LLC6+ years Service code 15 · EIN 26-2768667 | Recordkeeping | $48,046 |
Service code 10 · EIN 95-2700123 | Accounting | $31,425 |
Filed as: NORTHWEST CAPITAL MANAGEMENT Service code 27 · EIN 93-1242462 | Advisory (Plan) | $5,786 |
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 | $47,957 | $46,219+3.8% | $89,435-46.4% | $90,274-46.9% |
| Participation rate | 78.4% | 44.9%+33.5pp | 68.0%+10.4pp | 73.4%+5.0pp |
| Annual return | 15.48% | 25.71%-10.2pp | 245.55%-230.1pp | 53.97%-38.5pp |
| Employer contribution / active EE | $2,494 | $953+161.7% | $2,587-3.6% | $2,523-1.2% |
| Participant deferral / active EE | $2,700 | $2,136+26.4% | $3,890-30.6% | $4,231-36.2% |
| Admin fee / account holder | $188 | $147+28.0% | $4,884-96.2% | $114+64.8% |