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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,209 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,376 |
ADP BROKER-DEALER6+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,074 | $54,590-59.6% | $81,726-73.0% | $73,497-70.0% |
| Participation rate | 41.0% | 68.3%-27.3pp | 72.0%-31.0pp | 70.7%-29.7pp |
| Annual return | 13.10% | 17.74%-4.6pp | 29.49%-16.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $561 | $1,636-65.7% | $4,311-87.0% | $2,270-75.3% |
| Participant deferral / active EE | $861 | $2,759-68.8% | $7,108-87.9% | $3,740-77.0% |
| Admin fee / account holder | $242 | $592-59.1% | $5,160-95.3% | $513-52.8% |