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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,625 |
DWC - THE 401(K) EXPERTS3+ years Filed as: DWC THE 401(K) EXPERTS Service code 15 · EIN 26-2091417 | Recordkeeping | $7,926 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,289 | $45,022-79.4% | $85,240-89.1% | $200,096-95.4% |
| Participation rate | 8.7% | 45.8%-37.1pp | 67.5%-58.8pp | 72.0%-63.3pp |
| Annual return | 19.75% | 21.00%-1.3pp | 66.75%-47.0pp | 34.26%-14.5pp |
| Employer contribution / active EE | $200 | $1,374-85.4% | $2,735-92.7% | $3,038-93.4% |
| Participant deferral / active EE | $460 | $2,682-82.9% | $4,527-89.9% | $5,090-91.0% |
| Admin fee / account holder | $132 | $585-77.4% | $6,165-97.9% | $269-51.0% |