Filed January 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $23,029 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,773 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 15 · EIN 99-2539506 | Recordkeeping | $20,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,522 | $101,672-3.1% | $147,117-33.0% | $74,478+32.3% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 17.27% | 8757.83%-8740.6pp | 420.54%-403.3pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $16,740 | $3,813+339.0% | $4,932+239.4% | $2,626+537.4% |
| Participant deferral / active EE | $7,835 | $7,305+7.3% | $8,065-2.8% | $4,350+80.1% |
| Admin fee / account holder | $412 | $1,753-76.5% | $12,993-96.8% | $1,946-78.8% |