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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,491 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,955 |
ADP BROKER-DEALER3+ 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.
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 | $53,743 | $60,545-11.2% | $92,240-41.7% | $69,631-22.8% |
| Participation rate | 38.5% | 72.2%-33.7pp | 76.5%-38.0pp | 70.7%-32.2pp |
| Annual return | 18.64% | 19.71%-1.1pp | 176.29%-157.7pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,045 | $2,633-60.3% | $3,680-71.6% | $2,032-48.6% |
| Participant deferral / active EE | $1,896 | $2,828-33.0% | $3,897-51.4% | $3,224-41.2% |
| Admin fee / account holder | $51 | $145-65.1% | $5,194-99.0% | $110-54.2% |