See peer percentile detail. $4.99 for your first month.
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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,289 | $44,897-79.3% | $84,966-89.1% | $199,593-95.3% |
| Participation rate | 8.7% | 45.7%-37.0pp | 67.5%-58.8pp | 72.0%-63.2pp |
| Annual return | 19.75% | 20.96%-1.2pp | 66.38%-46.6pp | 34.25%-14.5pp |
| Employer contribution / active EE | $200 | $1,365-85.3% | $2,727-92.7% | $3,034-93.4% |
| Participant deferral / active EE | $460 | $2,668-82.8% | $4,519-89.8% | $5,087-91.0% |
| Admin fee / account holder | $132 | $584-77.4% | $6,149-97.9% | $269-50.9% |