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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,670 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,222 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $68,055 | $93,598-27.3% | $135,974-49.9% | $75,173-9.5% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 46.62% | 30.89%+15.7pp | 68.30%-21.7pp | 160.72%-114.1pp |
| Employer contribution / active EE | $9,781 | $3,538+176.5% | $4,859+101.3% | $2,671+266.2% |
| Participant deferral / active EE | $19,345 | $6,405+202.0% | $7,760+149.3% | $4,126+368.8% |
| Admin fee / account holder | $125 | $6,978-98.2% | $10,767-98.8% | $5,651-97.8% |