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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $6,707 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,408 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,104 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $680 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,416 | $93,182-37.3% | $146,685-60.2% | $79,393-26.4% |
| Participation rate | 73.6% | 76.4%-2.8pp | 80.1%-6.4pp | 70.7%+2.9pp |
| Annual return | 16.07% | 21.61%-5.5pp | 22.75%-6.7pp | 116.87%-100.8pp |
| Employer contribution / active EE | $2,858 | $2,420+18.1% | $4,137-30.9% | $2,428+17.7% |
| Participant deferral / active EE | $4,140 | $4,169-0.7% | $5,507-24.8% | $4,046+2.3% |
| Admin fee / account holder | $380 | $585-35.0% | $10,281-96.3% | $627-39.3% |