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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,086 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $720 |
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 | $29,305 | $93,182-68.6% | $146,685-80.0% | $79,393-63.1% |
| Participation rate | 69.7% | 76.4%-6.7pp | 80.1%-10.3pp | 70.7%-1.0pp |
| Annual return | 16.65% | 21.61%-5.0pp | 22.75%-6.1pp | 116.87%-100.2pp |
| Employer contribution / active EE | $1,699 | $2,420-29.8% | $4,137-58.9% | $2,428-30.0% |
| Participant deferral / active EE | $2,855 | $4,169-31.5% | $5,507-48.2% | $4,046-29.4% |
| Admin fee / account holder | $172 | $585-70.7% | $10,281-98.3% | $627-72.6% |