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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,661 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,121 |
ADP BROKER-DEALER4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,515 | $52,293-53.1% | $178,499-86.3% | $73,412-66.6% |
| Participation rate | 25.6% | 65.3%-39.7pp | 81.9%-56.3pp | 72.2%-46.6pp |
| Annual return | 10.91% | 34.75%-23.8pp | 151.10%-140.2pp | 59.30%-48.4pp |
| Employer contribution / active EE | $407 | $1,735-76.5% | $5,011-91.9% | $2,234-81.8% |
| Participant deferral / active EE | $734 | $2,332-68.5% | $5,202-85.9% | $3,806-80.7% |
| Admin fee / account holder | $299 | $127+134.6% | $13,986-97.9% | $158+89.2% |