Filed August 15, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Consulting | $106,508 |
Service code 16 · EIN 39-1897480 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Consulting | $32,768 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 6400 C STREET SW · CEDAR RAPIDS, IA 52499 | Participant loan processing; Recordke... | $15,280 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,420 | $101,653+133.6% | $147,080+61.4% | $74,459+218.9% |
| Participation rate | 98.6% | 75.6%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 11.59% | 8754.98%-8743.4pp | 420.17%-408.6pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $7,601 | $3,813+99.3% | $4,933+54.1% | $2,626+189.5% |
| Participant deferral / active EE | $12,926 | $7,304+77.0% | $8,066+60.2% | $4,350+197.2% |
| Admin fee / account holder | $570 | $1,752-67.5% | $12,989-95.6% | $1,945-70.7% |