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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $38,524 |
CARON & BLETZER, PLLC7 years Service code 15 · EIN 04-3499945 | Recordkeeping | $13,500 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $960 |
ADP BROKER-DEALER9 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,100 | $91,760+210.7% | $156,181+82.5% | $67,986+319.4% |
| Participation rate | 65.1% | 65.0%+0.1pp | 78.8%-13.7pp | 57.2%+7.9pp |
| Annual return | 13.65% | 18.14%-4.5pp | 64.87%-51.2pp | 31.67%-18.0pp |
| Employer contribution / active EE | $3,351 | $2,419+38.5% | $4,294-22.0% | $2,019+66.0% |
| Participant deferral / active EE | $7,804 | $3,960+97.1% | $6,132+27.3% | $3,358+132.4% |
| Admin fee / account holder | $519 | $3,949-86.8% | $14,586-96.4% | $3,203-83.8% |