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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,889 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,474 | $66,457-69.2% | $81,438-74.9% | $77,671-73.6% |
| Participation rate | 66.3% | 68.7%-2.4pp | 69.5%-3.2pp | 70.6%-4.3pp |
| Annual return | 11.96% | 15.93%-4.0pp | 24.74%-12.8pp | 31.21%-19.3pp |
| Employer contribution / active EE | $842 | $2,159-61.0% | $2,460-65.8% | $2,726-69.1% |
| Participant deferral / active EE | $3,240 | $3,679-11.9% | $3,883-16.6% | $4,648-30.3% |
| Admin fee / account holder | $128 | $583-78.0% | $5,764-97.8% | $430-70.2% |