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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,264 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $13,582 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,950 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,225 | $89,652+6.2% | $141,191-32.6% | $65,185+46.1% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.5%+14.7pp | 70.2%+27.0pp |
| Annual return | 23.31% | 32.79%-9.5pp | 71.41%-48.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,026 | $3,065-33.9% | $4,736-57.2% | $2,177-6.9% |
| Participant deferral / active EE | $5,966 | $5,691+4.8% | $6,710-11.1% | $3,514+69.8% |
| Admin fee / account holder | $206 | $569-63.8% | $10,264-98.0% | $847-75.7% |