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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $34,587 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $630 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,814 | $88,203+174.2% | $165,100+46.5% | $74,478+224.7% |
| Participation rate | 66.1% | 73.1%-7.0pp | 78.6%-12.5pp | 67.2%-1.1pp |
| Annual return | 13.23% | 17.13%-3.9pp | 70.21%-57.0pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,496 | $2,601-4.0% | $4,348-42.6% | $2,626-4.9% |
| Participant deferral / active EE | $7,713 | $4,505+71.2% | $6,035+27.8% | $4,350+77.3% |
| Admin fee / account holder | $354 | $2,235-84.2% | $12,696-97.2% | $1,946-81.8% |