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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $57,001 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,424 |
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.)
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 | $50,275 | $50,199+0.2% | $69,884-28.1% | $66,938-24.9% |
| Participation rate | 70.0% | 66.3%+3.6pp | 70.5%-0.5pp | 69.8%+0.1pp |
| Annual return | -3.13% | -13.85%+10.7pp | 190.81%-193.9pp | 1.58%-4.7pp |
| Employer contribution / active EE | $1,634 | $1,864-12.4% | $2,560-36.2% | $2,545-35.8% |
| Participant deferral / active EE | $3,157 | $3,112+1.4% | $3,848-18.0% | $4,238-25.5% |
| Admin fee / account holder | $357 | $600-40.4% | $6,266-94.3% | $594-39.8% |