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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $65,688 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,710 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,352 | $84,493-10.8% | $125,381-39.9% | $66,938+12.6% |
| Participation rate | 94.7% | 76.4%+18.2pp | 82.4%+12.3pp | 69.8%+24.8pp |
| Annual return | -19.26% | -8.49%-10.8pp | 572.31%-591.6pp | 1.58%-20.8pp |
| Employer contribution / active EE | $3,324 | $3,554-6.5% | $4,815-31.0% | $2,545+30.6% |
| Participant deferral / active EE | $8,028 | $6,783+18.3% | $7,448+7.8% | $4,238+89.4% |
| Admin fee / account holder | $499 | $685-27.1% | $10,007-95.0% | $594-15.8% |