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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,988 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,558 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,563 | $93,010-72.5% | $96,515-73.5% | $74,460-65.7% |
| Participation rate | 78.0% | 71.6%+6.5pp | 74.3%+3.7pp | 70.7%+7.3pp |
| Annual return | 23.14% | 37.50%-14.4pp | 35.73%-12.6pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,918 | $3,427-44.0% | $3,740-48.7% | $2,638-27.3% |
| Participant deferral / active EE | $4,532 | $3,971+14.1% | $4,880-7.1% | $4,5300% |
| Admin fee / account holder | $129 | $633-79.6% | $6,735-98.1% | $348-62.8% |