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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,335 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,599 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,622 | $82,674-52.1% | $125,381-68.4% | $68,486-42.1% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -12.54% | -5.97%-6.6pp | 572.31%-584.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $9,973 | $3,382+194.9% | $4,815+107.1% | $2,597+284.1% |
| Participant deferral / active EE | $18,239 | $6,111+198.5% | $7,448+144.9% | $4,028+352.9% |
| Admin fee / account holder | $112 | $6,277-98.2% | $10,007-98.9% | $5,404-97.9% |