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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,816 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,815 | $45,022-96.0% | $85,126-97.9% | $77,714-97.7% |
| Participation rate | 65.7% | 48.7%+17.0pp | 67.5%-1.8pp | 70.6%-4.9pp |
| Annual return | 0.00% | 79.38%-79.4pp | 66.63%-66.6pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,127 | $2,811-59.9% | $4,523-75.1% | $4,649-75.8% |
| Admin fee / account holder | $101 | $913-88.9% | $6,160-98.4% | $433-76.6% |