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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $46,894 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,194 |
COHEN & COMPANY2 years Filed as: COHEN AND CO Service code 10 · EIN 34-1912961 | Accounting | $13,500 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,343 | $73,102-64.0% | $123,549-78.7% | $56,287-53.2% |
| Participation rate | 52.4% | 74.3%-22.0pp | 82.3%-29.9pp | 69.9%-17.5pp |
| Annual return | -42.25% | 3.01%-45.3pp | 119.20%-161.4pp | -9.96%-32.3pp |
| Employer contribution / active EE | $1,034 | $2,977-65.3% | $4,628-77.7% | $2,111-51.0% |
| Participant deferral / active EE | $2,322 | $5,423-57.2% | $6,426-63.9% | $3,350-30.7% |
| Admin fee / account holder | $532 | $554-3.9% | $9,284-94.3% | $521+2.2% |