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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,666 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,344 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,448 | $63,768-74.2% | $98,483-83.3% | $79,391-79.3% |
| Participation rate | 86.5% | 69.9%+16.6pp | 73.3%+13.1pp | 70.7%+15.8pp |
| Annual return | 15.51% | 626.18%-610.7pp | 1494.38%-1478.9pp | 116.88%-101.4pp |
| Employer contribution / active EE | $524 | $2,558-79.5% | $2,961-82.3% | $2,428-78.4% |
| Participant deferral / active EE | $1,311 | $3,305-60.3% | $4,276-69.4% | $4,046-67.6% |
| Admin fee / account holder | $76 | $516-85.2% | $5,953-98.7% | $627-87.8% |