Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 88 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $78,378 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,974 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,207 | $122,042+4.2% | $184,243-31.0% | $74,429+70.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.89% | 19.91%-6.0pp | 28.82%-14.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $6,488 | $4,538+43.0% | $6,427+1.0% | $2,625+147.2% |
| Participant deferral / active EE | $7,703 | $7,143+7.8% | $9,132-15.7% | $4,348+77.1% |
| Admin fee / account holder | $284 | $1,252-77.4% | $13,914-98.0% | $1,944-85.4% |