Filed August 31, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,094 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $24,649 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,980 | $52,406-40.9% | $129,207-76.0% | $74,495-58.4% |
| Participation rate | 82.2% | 53.8%+28.4pp | 69.6%+12.5pp | 67.2%+15.0pp |
| Annual return | 12.98% | 15.66%-2.7pp | 9417.33%-9404.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,176 | $1,531-23.2% | $4,153-71.7% | $2,623-55.2% |
| Participant deferral / active EE | $4,196 | $2,794+50.2% | $4,168+0.7% | $4,346-3.4% |
| Admin fee / account holder | $207 | $2,633-92.1% | $7,715-97.3% | $1,942-89.3% |