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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,286 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMETN PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $1,497 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $375 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,814 | $65,437-86.5% | $86,698-89.8% | $66,949-86.8% |
| Participation rate | 32.6% | 75.5%-42.9pp | 76.6%-44.0pp | 69.8%-37.2pp |
| Annual return | 0.00% | -10.91%+10.9pp | 35.96%-36.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,280 | $4,102-68.8% | $4,656-72.5% | $4,239-69.8% |
| Admin fee / account holder | $58 | $642-91.0% | $7,492-99.2% | $594-90.3% |