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 | $84,893 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,711 |
ADP BROKER-DEALER11+ 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 | $154,731 | $318,460-51.4% | $197,124-21.5% | - |
| Participation rate | 100.0% | 81.2%+18.8pp | 86.7%+13.3pp | - |
| Annual return | 16.93% | 15.33%+1.6pp | 44.34%-27.4pp | - |
| Employer contribution / active EE | $6,834 | $3,599+89.9% | $6,227+9.7% | - |
| Participant deferral / active EE | $7,977 | $6,762+18.0% | $9,135-12.7% | - |
| Admin fee / account holder | $322 | $8,335-96.1% | $16,298-98.0% | - |