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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,764 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,495 |
ADP BROKER-DEALER9+ 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 | $39,350 | $93,589-58.0% | $135,942-71.1% | $75,181-47.7% |
| Participation rate | 62.2% | 75.2%-13.0pp | 81.9%-19.8pp | 67.2%-5.0pp |
| Annual return | 18.23% | 30.90%-12.7pp | 68.28%-50.0pp | 160.69%-142.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,161 | $6,405+11.8% | $7,759-7.7% | $4,126+73.6% |
| Admin fee / account holder | $94 | $6,977-98.6% | $10,764-99.1% | $5,650-98.3% |