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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $32,194 |
CARON & BLETZER, PLLC3 years Service code 15 · EIN 04-3499945 | Recordkeeping | $8,160 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,024 |
ADP BROKER-DEALER5 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 | $234,808 | $93,182+152.0% | $146,643+60.1% | $79,391+195.8% |
| Participation rate | 67.3% | 76.4%-9.2pp | 80.1%-12.8pp | 70.7%-3.4pp |
| Annual return | 14.21% | 21.61%-7.4pp | 22.75%-8.5pp | 116.88%-102.7pp |
| Employer contribution / active EE | $3,110 | $2,420+28.5% | $4,137-24.8% | $2,428+28.1% |
| Participant deferral / active EE | $7,579 | $4,169+81.8% | $5,506+37.7% | $4,046+87.3% |
| Admin fee / account holder | $425 | $585-27.3% | $10,280-95.9% | $627-32.1% |