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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $34,201 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,589 |
ADP BROKER-DEALER7 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 | $74,976 | $102,393-26.8% | $147,041-49.0% | $80,911-7.3% |
| Participation rate | 96.3% | 75.9%+20.5pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 16.42% | 134.95%-118.5pp | 419.21%-402.8pp | 35.63%-19.2pp |
| Employer contribution / active EE | $9,158 | $3,715+146.5% | $4,935+85.6% | $2,756+232.3% |
| Participant deferral / active EE | $18,525 | $6,647+178.7% | $8,071+129.5% | $4,297+331.1% |
| Admin fee / account holder | $181 | $7,943-97.7% | $13,006-98.6% | $6,935-97.4% |