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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,298 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $31,577 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,137 | $90,064-62.1% | $100,415-66.0% | $77,762-56.1% |
| Participation rate | 76.4% | 81.3%-4.9pp | 81.5%-5.1pp | 70.6%+5.8pp |
| Annual return | 46.30% | 20.61%+25.7pp | 49.47%-3.2pp | 31.27%+15.0pp |
| Employer contribution / active EE | $1,873 | $3,043-38.5% | $3,943-52.5% | $2,728-31.4% |
| Participant deferral / active EE | $7,325 | $8,282-11.6% | $8,091-9.5% | $4,651+57.5% |
| Admin fee / account holder | $167 | $172-2.8% | $7,906-97.9% | $433-61.4% |