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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $20,047 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $58,974 | $69,848-15.6% | $115,756-49.1% | $66,949-11.9% |
| Participation rate | 47.7% | 70.6%-23.0pp | 77.1%-29.4pp | 69.8%-22.2pp |
| Annual return | -18.85% | 969.66%-988.5pp | 143.14%-162.0pp | 1.57%-20.4pp |
| Employer contribution / active EE | $1,296 | $2,613-50.4% | $3,793-65.8% | $2,545-49.1% |
| Participant deferral / active EE | $2,586 | $4,274-39.5% | $6,254-58.6% | $4,239-39.0% |
| Admin fee / account holder | $308 | $337-8.6% | $8,124-96.2% | $594-48.1% |