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 | $58,045 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,084 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,176 | $136,307-22.8% | $177,848-40.9% | $73,497+43.1% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.7%+6.3pp | 70.7%+23.4pp |
| Annual return | 17.33% | 18.68%-1.4pp | 48.33%-31.0pp | 28.51%-11.2pp |
| Employer contribution / active EE | $4,838 | $3,712+30.3% | $5,919-18.3% | $2,270+113.1% |
| Participant deferral / active EE | $5,728 | $5,829-1.7% | $7,714-25.7% | $3,740+53.2% |
| Admin fee / account holder | $264 | $596-55.6% | $12,431-97.9% | $513-48.5% |