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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $148,230 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $50,930 |
Filed as: LEAVITT CHRISTENSEN & CO., PLLC Service code 10 · EIN 82-0398216 | Accounting | $10,550 |
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 | $53,315 | $58,336-8.6% | $97,295-45.2% | $200,096-73.4% |
| Participation rate | 97.6% | 63.8%+33.8pp | 72.7%+24.9pp | 72.0%+25.5pp |
| Annual return | 12.97% | 32.81%-19.8pp | 75.62%-62.7pp | 34.26%-21.3pp |
| Employer contribution / active EE | $2,304 | $1,416+62.7% | $2,723-15.4% | $3,038-24.1% |
| Participant deferral / active EE | $4,478 | $3,240+38.2% | $4,264+5.0% | $5,090-12.0% |
| Admin fee / account holder | $148 | $114+29.5% | $5,646-97.4% | $269-45.2% |