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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,295 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,933 |
BIGELOW & COMPANY CPA PLLC6 years Service code 10 · EIN 02-0394333 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,880 | $84,482-29.1% | $125,363-52.2% | $66,930-10.5% |
| Participation rate | 43.1% | 76.4%-33.3pp | 82.4%-39.3pp | 69.8%-26.7pp |
| Annual return | -16.68% | -8.49%-8.2pp | 572.15%-588.8pp | 1.57%-18.3pp |
| Employer contribution / active EE | $18 | $3,553-99.5% | $4,815-99.6% | $2,545-99.3% |
| Participant deferral / active EE | $3,484 | $6,782-48.6% | $7,447-53.2% | $4,238-17.8% |
| Admin fee / account holder | $546 | $685-20.2% | $10,005-94.5% | $593-7.9% |