Filed January 27, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,768 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,508 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,300 | $26,137-68.2% | $58,561-85.8% | $74,460-88.9% |
| Participation rate | 84.5% | 32.2%+52.3pp | 50.9%+33.6pp | 70.7%+13.7pp |
| Annual return | 22.57% | 32.53%-10.0pp | 4251.33%-4228.8pp | 34.38%-11.8pp |
| Employer contribution / active EE | $1,343 | $537+150.2% | $1,053+27.5% | $2,638-49.1% |
| Participant deferral / active EE | $2,270 | $1,076+111.0% | $1,923+18.0% | $4,530-49.9% |
| Admin fee / account holder | $93 | $648-85.6% | $2,520-96.3% | $348-73.2% |