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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $47,818 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PAYROLL SERVICE Service code 35 · EIN 47-1078916 | Employee (plan sponsor) | $23,500 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,590 |
COHEN & COMPANY1 year Filed as: COHEN AND CO Service code 10 · EIN 34-1912961 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,247 | $155,795-83.8% | $136,298-81.5% | $69,631-63.7% |
| Participation rate | 43.2% | 75.2%-32.0pp | 81.9%-38.7pp | 70.7%-27.5pp |
| Annual return | 4.51% | 232464.33%-232459.8pp | 5156.27%-5151.8pp | 27571.02%-27566.5pp |
| Employer contribution / active EE | $724 | $2,991-75.8% | $4,696-84.6% | $2,032-64.4% |
| Participant deferral / active EE | $1,056 | $5,394-80.4% | $6,247-83.1% | $3,224-67.3% |
| Admin fee / account holder | $390 | $128+204.1% | $9,244-95.8% | $110+253.1% |