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 | $101,591-3.0% | $147,096-33.0% | $74,429+32.4% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 17.27% | 8746.45%-8729.2pp | 419.75%-402.5pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $16,740 | $3,813+339.1% | $4,936+239.2% | $2,625+537.8% |
| Participant deferral / active EE | $7,835 | $7,302+7.3% | $8,071-2.9% | $4,348+80.2% |
| Admin fee / account holder | $412 | $1,750-76.4% | $13,005-96.8% | $1,944-78.8% |