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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,718 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 15 · EIN 45-0514557 | Recordkeeping | $715 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $589 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,547 | $69,383-61.7% | $101,271-73.8% | $73,493-63.9% |
| Participation rate | 66.9% | 68.4%-1.5pp | 75.8%-8.9pp | 70.7%-3.8pp |
| Annual return | 23.99% | 18.46%+5.5pp | 46.48%-22.5pp | 28.51%-4.5pp |
| Employer contribution / active EE | $2,257 | $2,628-14.1% | $3,660-38.3% | $2,270-0.6% |
| Participant deferral / active EE | $5,178 | $3,301+56.9% | $4,371+18.5% | $3,740+38.5% |
| Admin fee / account holder | $83 | $704-88.3% | $5,948-98.6% | $513-83.9% |