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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $85,322 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $35,974 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $8,520 |
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 | $49,337 | $127,481-61.3% | $149,745-67.1% | $90,274-45.3% |
| Participation rate | 92.0% | 78.2%+13.8pp | 82.5%+9.6pp | 73.4%+18.7pp |
| Annual return | 16.20% | 57.78%-41.6pp | 276.72%-260.5pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,044 | $3,448-69.7% | $4,646-77.5% | $2,523-58.6% |
| Participant deferral / active EE | $4,982 | $6,975-28.6% | $6,843-27.2% | $4,231+17.8% |
| Admin fee / account holder | $91 | $152-39.7% | $9,312-99.0% | $114-19.8% |