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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $52,925 |
Filed as: TRANSAMERICA LIFE INSURANCE O Service code 15 · EIN 39-0989781 | Recordkeeping | $46,708 |
Filed as: COMPENSATION SYSTEMS INC Service code 15 · EIN 35-1277460 | Recordkeeping | $40,945 |
Filed as: MML INVESTEORS SERVICES, LLC Service code 22 | Insurance Broker | $11,531 |
Filed as: KRUGGEL LAWTON & CO Service code 10 · EIN 35-1307701 | Accounting | $5,000 |
BEST MONEY MOVES LLC4 years Service code 17 · EIN 81-1272208 | Pension Consulting | $2,160 |
Filed as: MML INVESTORS SERVICES Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,693 | $50,815-27.8% | $155,509-76.4% | $77,643-52.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.47% | 34.80%-18.3pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,065 | $1,993-46.6% | $4,672-77.2% | $2,726-60.9% |
| Participant deferral / active EE | $4,124 | $2,822+46.1% | $5,626-26.7% | $4,647-11.3% |
| Admin fee / account holder | $68 | $437-84.4% | $15,912-99.6% | $430-84.2% |