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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $30,766 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,785 |
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 | $37,914 | $101,591-62.7% | $147,096-74.2% | $74,429-49.1% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 18.22% | 8746.45%-8728.2pp | 419.75%-401.5pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $2,699 | $3,813-29.2% | $4,936-45.3% | $2,625+2.8% |
| Participant deferral / active EE | $6,222 | $7,302-14.8% | $8,071-22.9% | $4,348+43.1% |
| Admin fee / account holder | $205 | $1,750-88.3% | $13,005-98.4% | $1,944-89.5% |