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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,647 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,847 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,524 | $73,149+34.7% | $120,580-18.3% | $77,762+26.7% |
| Participation rate | 96.1% | 55.2%+40.9pp | 72.0%+24.1pp | 70.6%+25.5pp |
| Annual return | 10.56% | 18.24%-7.7pp | 107.48%-96.9pp | 31.27%-20.7pp |
| Employer contribution / active EE | $4,199 | $1,793+134.2% | $3,469+21.0% | $2,728+53.9% |
| Participant deferral / active EE | $6,801 | $3,006+126.3% | $4,995+36.1% | $4,651+46.2% |
| Admin fee / account holder | $47 | $660-92.9% | $9,418-99.5% | $433-89.1% |