Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $37,178 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,575 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
10 funds of $250K or more; 18 lines in all, holding $7.0M of the plan's $7.2M. From the 2024 filing. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $4.3M | 61.7% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $672K | 9.6% |
| T Rowe Price US Trea Money T. Rowe Price · Mutual fund | $518K | 7.4% |
| JPMorgan U.S. Garp Equity Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $432K | 6.2% |
| NEW Perspective Fund Class R-2E Capital Group · Mutual fund | $165K | 2.4% |
| Fidelity Advisor SM Cap Val M Fidelity (FMR) · Mutual fund | $129K | 1.9% |
| State ST S&P MD CP IDX NL J Manager not matched · Other Index | $113K | 1.6% |
| Nomura Small Cap Core Fund Class R Macquarie / Nomura · Mutual fund | $108K | 1.6% |
| Columbia Balanced Fund Class R Ameriprise (Columbia Threadneedle) · Mutual fund | $99K | 1.4% |
| Putnam Large CAP Value Fund Class R Shares Franklin Templeton · Mutual fund | $94K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.