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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $120,915 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,606 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,822 | $73,532+109.2% | $178,540-13.8% | $74,459+106.6% |
| Participation rate | 93.7% | 66.6%+27.1pp | 77.1%+16.6pp | 67.2%+26.5pp |
| Annual return | 20.13% | 17.51%+2.6pp | 27.15%-7.0pp | 1369.70%-1349.6pp |
| Employer contribution / active EE | $7,056 | $2,221+217.7% | $3,953+78.5% | $2,626+168.7% |
| Participant deferral / active EE | $13,851 | $4,519+206.5% | $6,281+120.5% | $4,350+218.4% |
| Admin fee / account holder | $548 | $1,813-69.8% | $10,424-94.7% | $1,945-71.8% |