Filed January 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $33,343 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,186 |
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 | $79,907 | $91,439-12.6% | $135,974-41.2% | $71,511+11.7% |
| Participation rate | 97.2% | 75.7%+21.5pp | 81.9%+15.3pp | 67.9%+29.3pp |
| Annual return | 28.79% | 29.90%-1.1pp | 68.30%-39.5pp | 28.86%-0.1pp |
| Employer contribution / active EE | $15,077 | $3,705+307.0% | $4,859+210.3% | $2,589+482.3% |
| Participant deferral / active EE | $6,584 | $7,093-7.2% | $7,760-15.2% | $4,291+53.4% |
| Admin fee / account holder | $564 | $1,267-55.5% | $10,767-94.8% | $1,588-64.5% |