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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $11,164 |
ALPHA PENSION GROUP, INC.5 years Service code 15 · EIN 26-2219855 | Recordkeeping | $9,417 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,585 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,994 | $61,166-36.2% | $185,849-79.0% | $79,391-50.9% |
| Participation rate | 79.5% | 66.6%+12.9pp | 81.7%-2.2pp | 70.7%+8.8pp |
| Annual return | 17.97% | 19.45%-1.5pp | 122.10%-104.1pp | 116.88%-98.9pp |
| Employer contribution / active EE | $1,194 | $2,321-48.6% | $5,169-76.9% | $2,428-50.8% |
| Participant deferral / active EE | $8,153 | $2,789+192.4% | $5,569+46.4% | $4,046+101.5% |
| Admin fee / account holder | $95 | $710-86.7% | $16,244-99.4% | $627-84.9% |