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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $23,554 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,250 |
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.
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 | $80,300 | $81,948-2.0% | $90,766-11.5% | $64,824+23.9% |
| Participation rate | 44.2% | 80.5%-36.3pp | 75.7%-31.5pp | 71.5%-27.3pp |
| Annual return | -16.01% | -12.53%-3.5pp | -12.16%-3.9pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,179 | $3,067-61.6% | $2,922-59.6% | $2,507-53.0% |
| Participant deferral / active EE | $1,805 | $4,844-62.7% | $4,565-60.5% | $4,311-58.1% |
| Admin fee / account holder | $192 | $157+22.5% | $8,446-97.7% | $188+2.4% |