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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 | $101,672-62.7% | $147,117-74.2% | $74,478-49.1% |
| Participation rate | 95.9% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 18.22% | 8757.83%-8739.6pp | 420.54%-402.3pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $2,699 | $3,813-29.2% | $4,932-45.3% | $2,626+2.8% |
| Participant deferral / active EE | $6,222 | $7,305-14.8% | $8,065-22.9% | $4,350+43.0% |
| Admin fee / account holder | $205 | $1,753-88.3% | $12,993-98.4% | $1,946-89.5% |