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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,517 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,453 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,701 | $74,089-47.8% | $133,975-71.1% | $55,167-29.8% |
| Participation rate | 42.6% | 84.3%-41.7pp | 87.1%-44.5pp | 69.0%-26.4pp |
| Annual return | 8.51% | 12.11%-3.6pp | 29.29%-20.8pp | 169.23%-160.7pp |
| Employer contribution / active EE | $10 | $3,064-99.7% | $5,211-99.8% | $1,963-99.5% |
| Participant deferral / active EE | $4,064 | $4,678-13.1% | $6,282-35.3% | $3,054+33.1% |
| Admin fee / account holder | $207 | $458-54.9% | $9,324-97.8% | $504-59.0% |