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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 2700 WEST PLANO PARKWAY · PLANO, TX 75075 | Recordkeeping | $24,633 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,298 |
TRISTAR PENSION LTD6 years Filed as: TRISTAR PENSION, LTD Service code 15 · EIN 73-1553813 | Recordkeeping | $6,949 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,592 | $93,589-41.7% | $135,942-59.8% | $75,181-27.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.85% | 30.90%-16.1pp | 68.28%-53.4pp | 160.69%-145.8pp |
| Employer contribution / active EE | $5,277 | $3,537+49.2% | $4,858+8.6% | $2,671+97.6% |
| Participant deferral / active EE | $13,938 | $6,405+117.6% | $7,759+79.6% | $4,126+237.8% |
| Admin fee / account holder | $517 | $6,977-92.6% | $10,764-95.2% | $5,650-90.8% |