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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,712 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $18,035 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,627 | $122,063-70.0% | $184,256-80.1% | $74,478-50.8% |
| Participation rate | 62.9% | 85.5%-22.6pp | 86.8%-24.0pp | 67.2%-4.4pp |
| Annual return | 12.08% | 19.92%-7.8pp | 28.85%-16.8pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,310 | $4,539-71.1% | $6,427-79.6% | $2,626-50.1% |
| Participant deferral / active EE | $4,120 | $7,144-42.3% | $9,133-54.9% | $4,350-5.3% |
| Admin fee / account holder | $369 | $1,253-70.6% | $13,899-97.3% | $1,946-81.1% |