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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,514 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $22,197 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,404 | $106,264-59.2% | $147,117-70.5% | $77,762-44.2% |
| Participation rate | 36.7% | 78.4%-41.7pp | 82.2%-45.5pp | 70.6%-33.9pp |
| Annual return | 21.43% | 56.94%-35.5pp | 420.54%-399.1pp | 31.27%-9.8pp |
| Employer contribution / active EE | $1,445 | $4,074-64.5% | $4,932-70.7% | $2,728-47.0% |
| Participant deferral / active EE | $3,896 | $8,003-51.3% | $8,065-51.7% | $4,651-16.2% |
| Admin fee / account holder | $308 | $334-7.8% | $12,993-97.6% | $433-28.8% |