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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,200 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $18,074 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,327 | $65,390-56.7% | $169,368-83.3% | $71,457-60.4% |
| Participation rate | 76.5% | 67.0%+9.5pp | 77.1%-0.7pp | 67.9%+8.5pp |
| Annual return | 14.49% | 21.31%-6.8pp | 405.60%-391.1pp | 28.85%-14.4pp |
| Employer contribution / active EE | $725 | $2,079-65.1% | $4,013-81.9% | $2,588-72.0% |
| Participant deferral / active EE | $2,160 | $4,367-50.5% | $6,221-65.3% | $4,289-49.6% |
| Admin fee / account holder | $259 | $1,324-80.5% | $9,003-97.1% | $1,587-83.7% |