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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $22,677 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,740 |
ADP BROKER-DEALER5 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.)
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 | $67,342 | $86,692-22.3% | $119,634-43.7% | $66,949+0.6% |
| Participation rate | 49.2% | 75.6%-26.4pp | 79.3%-30.1pp | 69.8%-20.6pp |
| Annual return | -20.13% | -8.00%-12.1pp | -14.98%-5.1pp | 1.57%-21.7pp |
| Employer contribution / active EE | $2,002 | $2,536-21.0% | $4,232-52.7% | $2,545-21.3% |
| Participant deferral / active EE | $4,231 | $4,360-3.0% | $5,601-24.5% | $4,239-0.2% |
| Admin fee / account holder | $450 | $755-40.5% | $10,329-95.6% | $594-24.3% |