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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $9,263 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,180 |
Filed as: SCHOLZ KLEIN & FRIENDS ENLIGHTENED Service code 15 · EIN 20-0070178 | Recordkeeping | $910 |
Filed as: WILLSHIRE ASSOCIATIES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $561 |
Filed as: JOHN HANCOK LIFE INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $421 |
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 | $47,381 | $80,753-41.3% | $136,298-65.2% | $62,293-23.9% |
| Participation rate | 82.6% | 73.5%+9.1pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 19.48% | 35.83%-16.3pp | 5156.27%-5136.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,370 | $5,164-15.4% | $6,247-30.1% | $3,169+37.9% |
| Admin fee / account holder | $199 | $525-62.2% | $9,244-97.8% | $479-58.5% |