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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,826 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $5,814 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,714 | $73,397-82.7% | $178,014-92.9% | $74,546-82.9% |
| Participation rate | 90.1% | 66.6%+23.5pp | 77.1%+13.0pp | 67.2%+22.9pp |
| Annual return | 10.54% | 17.49%-7.0pp | 294.80%-284.3pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $1,590 | $2,217-28.3% | $3,950-59.7% | $2,624-39.4% |
| Participant deferral / active EE | $3,698 | $4,512-18.0% | $6,276-41.1% | $4,347-14.9% |
| Admin fee / account holder | $274 | $1,809-84.8% | $10,362-97.4% | $1,944-85.9% |