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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $25,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,467 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,457 | $86,655-44.1% | $119,622-59.5% | $66,938-27.6% |
| Participation rate | 72.7% | 75.6%-2.8pp | 79.3%-6.5pp | 69.8%+2.9pp |
| Annual return | -24.61% | -8.00%-16.6pp | -14.98%-9.6pp | 1.58%-26.2pp |
| Employer contribution / active EE | $3,763 | $2,536+48.4% | $4,232-11.1% | $2,545+47.8% |
| Participant deferral / active EE | $5,109 | $4,358+17.2% | $5,601-8.8% | $4,238+20.5% |
| Admin fee / account holder | $192 | $755-74.5% | $10,328-98.1% | $594-67.6% |