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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,209 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,840 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,768 | $102,429-55.3% | $147,096-68.9% | $80,925-43.4% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.7%-3.8pp |
| Annual return | 14.04% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,153 | $6,649-22.5% | $8,071-36.2% | $4,299+19.9% |
| Admin fee / account holder | $138 | $7,957-98.3% | $13,005-98.9% | $6,940-98.0% |