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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,208 | $29,507-65.4% | $56,025-81.8% | $77,762-86.9% |
| Participation rate | 91.7% | 32.7%+58.9pp | 52.5%+39.2pp | 70.6%+21.1pp |
| Annual return | 17.64% | 18.90%-1.3pp | 1712.69%-1695.0pp | 31.27%-13.6pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,479 | $1,062+133.5% | $1,955+26.8% | $4,651-46.7% |
| Admin fee / account holder | $144 | $1,041-86.1% | $2,828-94.9% | $433-66.6% |