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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,919 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $13,274 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,602 | $41,151-8.6% | $80,648-53.4% | $71,529-47.4% |
| Participation rate | 80.5% | 50.2%+30.3pp | 67.0%+13.5pp | 67.9%+12.6pp |
| Annual return | 15.10% | 38.49%-23.4pp | 937.21%-922.1pp | 28.97%-13.9pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,924 | $2,700+82.4% | $4,443+10.8% | $4,291+14.8% |
| Admin fee / account holder | $183 | $1,842-90.1% | $5,382-96.6% | $1,588-88.5% |