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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,553 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,537 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER60 59 Service code 59 | Shareholder Servicing | $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.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,926 | $70,879-45.1% | $189,558-79.5% | $79,393-51.0% |
| Participation rate | 63.1% | 68.0%-4.9pp | 78.5%-15.4pp | 70.7%-7.6pp |
| Annual return | 16.89% | 20.70%-3.8pp | 64.19%-47.3pp | 116.87%-100.0pp |
| Employer contribution / active EE | $730 | $1,806-59.6% | $4,412-83.5% | $2,428-69.9% |
| Participant deferral / active EE | $1,988 | $4,081-51.3% | $6,174-67.8% | $4,046-50.9% |
| Admin fee / account holder | $334 | $647-48.4% | $9,809-96.6% | $627-46.7% |