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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,127 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,828 |
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.)
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 | $28,213 | $50,919-44.6% | $155,556-81.9% | $77,762-63.7% |
| Participation rate | 22.7% | 63.1%-40.4pp | 78.2%-55.6pp | 70.6%-47.9pp |
| Annual return | 11.77% | 34.84%-23.1pp | 64.84%-53.1pp | 31.27%-19.5pp |
| Employer contribution / active EE | $524 | $1,991-73.7% | $4,675-88.8% | $2,728-80.8% |
| Participant deferral / active EE | $1,084 | $2,824-61.6% | $5,631-80.8% | $4,651-76.7% |
| Admin fee / account holder | $314 | $437-28.0% | $15,885-98.0% | $433-27.4% |