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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $29,291 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,180 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,770 | $92,186-9.1% | $105,624-20.7% | $77,762+7.7% |
| Participation rate | 48.5% | 81.0%-32.6pp | 75.3%-26.8pp | 70.6%-22.1pp |
| Annual return | 13.32% | 17.83%-4.5pp | 116.20%-102.9pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,012 | $3,376-70.0% | $3,168-68.0% | $2,728-62.9% |
| Participant deferral / active EE | $1,877 | $5,395-65.2% | $5,013-62.6% | $4,651-59.6% |
| Admin fee / account holder | $196 | $219-10.7% | $10,961-98.2% | $433-54.8% |