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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,763 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $31,964 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,090 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,538 | $56,095-45.6% | $178,499-82.9% | $90,274-66.2% |
| Participation rate | 22.1% | 65.6%-43.5pp | 81.9%-59.9pp | 73.4%-51.3pp |
| Annual return | 9.82% | 28.81%-19.0pp | 151.10%-141.3pp | 53.97%-44.2pp |
| Employer contribution / active EE | $82 | $1,572-94.8% | $5,011-98.4% | $2,523-96.8% |
| Participant deferral / active EE | $812 | $2,669-69.6% | $5,202-84.4% | $4,231-80.8% |
| Admin fee / account holder | $71 | $101-29.1% | $13,986-99.5% | $114-37.5% |