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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $25,887 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,423 | $106,230-64.8% | $147,080-74.6% | $77,736-51.9% |
| Participation rate | 54.8% | 78.4%-23.6pp | 82.2%-27.4pp | 70.6%-15.8pp |
| Annual return | 19.16% | 56.91%-37.7pp | 420.17%-401.0pp | 31.26%-12.1pp |
| Employer contribution / active EE | $1,788 | $4,072-56.1% | $4,933-63.8% | $2,728-34.4% |
| Participant deferral / active EE | $3,172 | $8,001-60.4% | $8,066-60.7% | $4,651-31.8% |
| Admin fee / account holder | $206 | $338-39.2% | $12,989-98.4% | $433-52.5% |