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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,844 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,657 | $65,322-59.2% | $70,449-62.2% | $73,488-63.7% |
| Participation rate | 93.2% | 77.0%+16.3pp | 75.1%+18.2pp | 70.7%+22.5pp |
| Annual return | 6.02% | 15.71%-9.7pp | 109.03%-103.0pp | 28.51%-22.5pp |
| Employer contribution / active EE | $2,872 | $2,460+16.8% | $2,737+4.9% | $2,270+26.5% |
| Participant deferral / active EE | $4,271 | $3,375+26.6% | $3,709+15.2% | $3,740+14.2% |
| Admin fee / account holder | $112 | $214-47.6% | $3,845-97.1% | $513-78.2% |