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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $26,781 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,255 |
ADP BROKER-DEALER6+ 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.
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 | $79,762 | $70,917+12.5% | $98,920-19.4% | $73,497+8.5% |
| Participation rate | 60.0% | 73.8%-13.8pp | 76.0%-16.0pp | 70.7%-10.7pp |
| Annual return | 23.72% | 34.18%-10.5pp | 196.47%-172.8pp | 28.51%-4.8pp |
| Employer contribution / active EE | $2,113 | $2,037+3.7% | $2,689-21.4% | $2,270-6.9% |
| Participant deferral / active EE | $2,123 | $3,501-39.4% | $4,245-50.0% | $3,740-43.2% |
| Admin fee / account holder | $203 | $535-62.0% | $6,643-96.9% | $513-60.4% |