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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $13,896 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER3+ 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).
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 | $49,463 | $89,739-44.9% | $149,716-67.0% | $62,293-20.6% |
| Participation rate | 44.4% | 85.1%-40.7pp | 87.1%-42.7pp | 69.5%-25.1pp |
| Annual return | 27.54% | 21.01%+6.5pp | 1501.67%-1474.1pp | 28.90%-1.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,749 | $4,797-21.8% | $6,568-42.9% | $3,169+18.3% |
| Admin fee / account holder | $130 | $551-76.4% | $11,282-98.8% | $479-72.9% |