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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $38,767 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,201 | $106,247-69.7% | $147,096-78.1% | $77,714-58.6% |
| Participation rate | 65.5% | 78.4%-12.9pp | 82.2%-16.7pp | 70.6%-5.1pp |
| Annual return | -13.61% | 56.87%-70.5pp | 419.75%-433.4pp | 31.26%-44.9pp |
| Employer contribution / active EE | $1,713 | $4,069-57.9% | $4,936-65.3% | $2,727-37.2% |
| Participant deferral / active EE | $3,795 | $7,996-52.5% | $8,071-53.0% | $4,649-18.4% |
| Admin fee / account holder | $289 | $338-14.6% | $13,005-97.8% | $433-33.3% |