Filed April 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $88,642 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $46,316 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
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 | $40,362 | $110,258-63.4% | $102,460-60.6% | $200,096-79.8% |
| Participation rate | 68.0% | 86.3%-18.3pp | 76.5%-8.5pp | 72.0%-4.0pp |
| Annual return | 14.38% | 35.78%-21.4pp | 29.47%-15.1pp | 34.26%-19.9pp |
| Employer contribution / active EE | $1,993 | $3,605-44.7% | $3,025-34.1% | $3,038-34.4% |
| Participant deferral / active EE | $3,806 | $6,377-40.3% | $5,056-24.7% | $5,090-25.2% |
| Admin fee / account holder | $96 | $122-21.5% | $9,460-99.0% | $269-64.4% |