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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $99,856 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $52,783 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,586 | $129,227-39.2% | $184,260-57.4% | $77,736+1.1% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.8%+7.2pp | 70.6%+23.5pp |
| Annual return | 18.46% | 33.24%-14.8pp | 28.84%-10.4pp | 31.26%-12.8pp |
| Employer contribution / active EE | $6,478 | $4,412+46.8% | $6,427+0.8% | $2,728+137.5% |
| Participant deferral / active EE | $12,380 | $7,307+69.4% | $9,133+35.6% | $4,651+166.2% |
| Admin fee / account holder | $230 | $256-10.2% | $13,898-98.3% | $433-47.0% |