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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $212,849 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $31,671 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,798 | $45,022-87.1% | $85,240-93.2% | $200,096-97.1% |
| Participation rate | 71.1% | 45.8%+25.2pp | 67.5%+3.6pp | 72.0%-0.9pp |
| Annual return | 16.71% | 21.00%-4.3pp | 66.75%-50.0pp | 34.26%-17.6pp |
| Employer contribution / active EE | $34 | $1,374-97.5% | $2,735-98.8% | $3,038-98.9% |
| Participant deferral / active EE | $2,586 | $2,682-3.6% | $4,527-42.9% | $5,090-49.2% |
| Admin fee / account holder | $98 | $585-83.3% | $6,165-98.4% | $269-63.8% |