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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $8,903 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,325 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,869 | $49,138-35.1% | $84,023-62.1% | $65,186-51.1% |
| Participation rate | 41.4% | 60.7%-19.3pp | 69.0%-27.6pp | 70.2%-28.8pp |
| Annual return | 19.59% | 23.00%-3.4pp | 71.32%-51.7pp | 29.39%-9.8pp |
| Employer contribution / active EE | $431 | $914-52.9% | $1,984-78.3% | $2,177-80.2% |
| Participant deferral / active EE | $1,113 | $2,397-53.6% | $3,239-65.6% | $3,514-68.3% |
| Admin fee / account holder | $142 | $543-73.9% | $6,102-97.7% | $847-83.2% |