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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $40,176 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,274 |
MORNINGSTAR1 year Filed as: MORNINGSTAR RETIREMENT MANAGER Service code 26 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $540 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $106,133 | $101,539+4.5% | $147,041-27.8% | $74,400+42.7% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 18.09% | 8740.84%-8722.8pp | 419.21%-401.1pp | 1367.51%-1349.4pp |
| Employer contribution / active EE | $4,458 | $3,811+17.0% | $4,935-9.7% | $2,624+69.9% |
| Participant deferral / active EE | $14,166 | $7,304+94.0% | $8,071+75.5% | $4,348+225.8% |
| Admin fee / account holder | $451 | $1,749-74.2% | $13,006-96.5% | $1,944-76.8% |