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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,927 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,550 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $188,617 | $65,125+189.6% | $143,797+31.2% | $66,949+181.7% |
| Participation rate | 98.8% | 65.2%+33.6pp | 80.3%+18.5pp | 69.8%+29.0pp |
| Annual return | -12.91% | -11.13%-1.8pp | -0.04%-12.9pp | 1.57%-14.5pp |
| Employer contribution / active EE | $9,769 | $2,362+313.5% | $4,952+97.3% | $2,545+283.8% |
| Participant deferral / active EE | $10,055 | $2,920+244.3% | $5,638+78.3% | $4,239+137.2% |
| Admin fee / account holder | $124 | $503-75.4% | $14,679-99.2% | $594-79.2% |