Filed January 27, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $88,763 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $71,860 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,208 | $29,548-65.5% | $56,411-81.9% | $77,643-86.9% |
| Participation rate | 91.7% | 32.7%+59.0pp | 52.5%+39.2pp | 70.6%+21.1pp |
| Annual return | 17.64% | 19.01%-1.4pp | 1701.33%-1683.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,479 | $1,061+133.7% | $1,952+27.0% | $4,647-46.7% |
| Admin fee / account holder | $144 | $1,046-86.2% | $2,829-94.9% | $430-66.4% |