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 | $76,900 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,050 |
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 | $119,292 | $121,341-1.7% | $189,545-37.1% | $79,389+50.3% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.8%+8.3pp | 70.7%+25.4pp |
| Annual return | 14.45% | 21.08%-6.6pp | 555.36%-540.9pp | 116.89%-102.4pp |
| Employer contribution / active EE | $4,895 | $3,915+25.0% | $6,162-20.6% | $2,428+101.6% |
| Participant deferral / active EE | $6,339 | $6,395-0.9% | $8,220-22.9% | $4,046+56.7% |
| Admin fee / account holder | $329 | $651-49.5% | $12,049-97.3% | $626-47.5% |