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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,981 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,483 |
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 | $29,064 | $84,493-65.6% | $125,381-76.8% | $66,938-56.6% |
| Participation rate | 81.3% | 76.4%+4.8pp | 82.4%-1.1pp | 69.8%+11.4pp |
| Annual return | -15.37% | -8.49%-6.9pp | 572.31%-587.7pp | 1.58%-16.9pp |
| Employer contribution / active EE | $4,265 | $3,554+20.0% | $4,815-11.4% | $2,545+67.6% |
| Participant deferral / active EE | $9,747 | $6,783+43.7% | $7,448+30.9% | $4,238+130.0% |
| Admin fee / account holder | $222 | $685-67.7% | $10,007-97.8% | $594-62.7% |