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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,240 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,435 | $59,231-48.6% | $90,223-66.3% | $52,331-41.8% |
| Participation rate | 59.0% | 75.0%-16.0pp | 79.0%-20.0pp | 68.1%-9.1pp |
| Annual return | -0.70% | 3.53%-4.2pp | 1.31%-2.0pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,410 | $3,391-58.4% | $4,378-67.8% | $1,882-25.1% |
| Participant deferral / active EE | $3,026 | $4,659-35.0% | $5,792-47.7% | $3,022+0.1% |
| Admin fee / account holder | $90 | $515-82.4% | $7,406-98.8% | $592-84.7% |