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 | $80,097 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,370 |
ADP BROKER-DEALER8+ 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 | $92,614 | $102,661-9.8% | $151,645-38.9% | $66,949+38.3% |
| Participation rate | 99.5% | 85.5%+14.0pp | 87.5%+12.0pp | 69.8%+29.7pp |
| Annual return | -15.93% | -10.81%-5.1pp | 3.34%-19.3pp | 1.57%-17.5pp |
| Employer contribution / active EE | $5,810 | $4,184+38.9% | $6,165-5.8% | $2,545+128.3% |
| Participant deferral / active EE | $6,264 | $6,645-5.7% | $8,363-25.1% | $4,239+47.8% |
| Admin fee / account holder | $310 | $630-50.8% | $11,614-97.3% | $594-47.7% |