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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,501 |
RAINER & COMPANY5 years Filed as: RAINER AND COMPANY Service code 15 · EIN 23-2183936 | Recordkeeping | $16,125 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $15,602 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,059 | $88,203-9.2% | $165,100-51.5% | $74,478+7.5% |
| Participation rate | 94.4% | 73.1%+21.2pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 15.91% | 17.13%-1.2pp | 70.21%-54.3pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $1,452 | $2,601-44.2% | $4,348-66.6% | $2,626-44.7% |
| Participant deferral / active EE | $5,660 | $4,505+25.6% | $6,035-6.2% | $4,350+30.1% |
| Admin fee / account holder | $309 | $2,235-86.2% | $12,696-97.6% | $1,946-84.1% |