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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,287 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,669 | $89,067-56.6% | $102,423-62.2% | $77,714-50.2% |
| Participation rate | 52.9% | 80.9%-28.1pp | 76.5%-23.6pp | 70.6%-17.7pp |
| Annual return | 20.17% | 25.01%-4.8pp | 29.42%-9.3pp | 31.26%-11.1pp |
| Employer contribution / active EE | $1,850 | $2,699-31.5% | $3,023-38.8% | $2,727-32.1% |
| Participant deferral / active EE | $3,446 | $5,147-33.0% | $5,054-31.8% | $4,649-25.9% |
| Admin fee / account holder | $329 | $236+39.7% | $9,455-96.5% | $433-24.0% |