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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,870 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $13,678 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,238 | $89,282-69.5% | $94,679-71.2% | $74,440-63.4% |
| Participation rate | 77.6% | 82.4%-4.9pp | 80.8%-3.3pp | 70.7%+6.8pp |
| Annual return | 0.00% | 25.96%-26.0pp | 156.75%-156.8pp | 34.37%-34.4pp |
| Employer contribution / active EE | $957 | $3,022-68.3% | $3,673-73.9% | $2,638-63.7% |
| Participant deferral / active EE | $4,260 | $8,425-49.4% | $7,417-42.6% | $4,529-5.9% |
| Admin fee / account holder | $67 | $219-69.5% | $7,233-99.1% | $348-80.8% |