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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,792 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,850 |
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 | $43,394 | $80,748-46.3% | $102,383-57.6% | $74,429-41.7% |
| Participation rate | 83.0% | 65.7%+17.3pp | 74.5%+8.5pp | 67.2%+15.8pp |
| Annual return | 16.52% | 27.57%-11.0pp | 24.94%-8.4pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $2,866 | $3,159-9.3% | $3,870-25.9% | $2,625+9.2% |
| Participant deferral / active EE | $6,466 | $3,861+67.5% | $5,060+27.8% | $4,348+48.7% |
| Admin fee / account holder | $219 | $2,371-90.8% | $8,391-97.4% | $1,944-88.7% |