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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,011 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,700 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,885 | $61,616-35.3% | $105,754-62.3% | $55,167-27.7% |
| Participation rate | 56.6% | 72.9%-16.3pp | 78.9%-22.3pp | 69.0%-12.4pp |
| Annual return | 12.90% | 11.15%+1.8pp | 12.25%+0.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $2,182 | $3,043-28.3% | $4,079-46.5% | $1,963+11.2% |
| Participant deferral / active EE | $4,159 | $4,213-1.3% | $5,326-21.9% | $3,054+36.2% |
| Admin fee / account holder | $135 | $379-64.4% | $8,309-98.4% | $504-73.3% |