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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,341 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,525 |
ADP BROKER-DEALER8+ 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 | $31,534 | $84,493-62.7% | $125,381-74.8% | $66,938-52.9% |
| Participation rate | 64.9% | 76.4%-11.5pp | 82.4%-17.5pp | 69.8%-5.0pp |
| Annual return | -16.92% | -8.49%-8.4pp | 572.31%-589.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,588 | $6,783-17.6% | $7,448-25.0% | $4,238+31.8% |
| Admin fee / account holder | $99 | $685-85.5% | $10,007-99.0% | $594-83.3% |