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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,141 |
KNAV P.A.2+ years Service code 15 · EIN 20-2751082 | Recordkeeping | $8,250 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,718 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,364 | $73,019-72.1% | $90,766-77.6% | $68,490-70.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.48% | -13.81%-3.7pp | -12.16%-5.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,846 | $2,193+75.4% | $2,922+31.6% | $2,597+48.1% |
| Participant deferral / active EE | $2,667 | $3,626-26.4% | $4,565-41.6% | $4,028-33.8% |
| Admin fee / account holder | $249 | $5,897-95.8% | $8,446-97.0% | $5,403-95.4% |