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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $23,258 |
CARON & BLETZER, PLLC1 year Service code 15 · EIN 04-3499945 | Recordkeeping | $9,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $855 |
ADP BROKER-DEALER3 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,131 | $86,341+85.5% | $125,195+27.9% | $65,186+145.7% |
| Participation rate | 69.8% | 75.3%-5.5pp | 79.8%-9.9pp | 70.2%-0.4pp |
| Annual return | 20.40% | 27.44%-7.0pp | 43.79%-23.4pp | 29.39%-9.0pp |
| Employer contribution / active EE | $2,613 | $2,040+28.1% | $3,866-32.4% | $2,177+20.0% |
| Participant deferral / active EE | $6,311 | $3,538+78.4% | $4,937+27.8% | $3,514+79.6% |
| Admin fee / account holder | $328 | $609-46.2% | $9,704-96.6% | $847-61.3% |