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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,121 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,886 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,773 | $98,760-69.9% | $149,715-80.1% | $79,858-62.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 607.72% | 27.43%+580.3pp | 276.66%+331.1pp | 31.72%+576.0pp |
| Employer contribution / active EE | $595 | $3,217-81.5% | $4,645-87.2% | $2,471-75.9% |
| Participant deferral / active EE | $3,392 | $5,681-40.3% | $6,842-50.4% | $3,740-9.3% |
| Admin fee / account holder | $231 | $6,053-96.2% | $9,310-97.5% | $5,306-95.7% |