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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $25,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,022 |
ADP BROKER-DEALER3 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,688 | $83,045-26.9% | $130,045-53.3% | $71,511-15.1% |
| Participation rate | 63.2% | 74.1%-10.9pp | 78.5%-15.3pp | 67.9%-4.7pp |
| Annual return | 26.18% | 20.61%+5.6pp | -137.30%+163.5pp | 28.86%-2.7pp |
| Employer contribution / active EE | $2,512 | $2,623-4.2% | $4,321-41.9% | $2,589-3.0% |
| Participant deferral / active EE | $4,717 | $4,436+6.3% | $5,820-19.0% | $4,291+9.9% |
| Admin fee / account holder | $176 | $1,727-89.8% | $10,600-98.3% | $1,588-88.9% |