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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,378 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $11,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,289 | $50,919-66.0% | $155,556-88.9% | $77,762-77.8% |
| Participation rate | 20.2% | 63.1%-42.9pp | 78.2%-58.0pp | 70.6%-50.4pp |
| Annual return | 6.95% | 34.84%-27.9pp | 64.84%-57.9pp | 31.27%-24.3pp |
| Employer contribution / active EE | $554 | $1,991-72.2% | $4,675-88.1% | $2,728-79.7% |
| Participant deferral / active EE | $1,682 | $2,824-40.4% | $5,631-70.1% | $4,651-63.8% |
| Admin fee / account holder | $209 | $437-52.2% | $15,885-98.7% | $433-51.8% |