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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $18,163 |
ERICKSON & CARNEGIE, LLP5+ years Service code 15 · EIN 46-5607846 | Recordkeeping | $5,800 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $775 |
ADP BROKER-DEALER5+ 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 | $85,810 | $66,319+29.4% | $93,621-8.3% | $65,186+31.6% |
| Participation rate | 64.3% | 74.0%-9.7pp | 75.8%-11.5pp | 70.2%-5.9pp |
| Annual return | 23.91% | 42.59%-18.7pp | 32.76%-8.9pp | 29.39%-5.5pp |
| Employer contribution / active EE | $915 | $2,013-54.5% | $2,719-66.3% | $2,177-58.0% |
| Participant deferral / active EE | $2,530 | $3,343-24.3% | $4,070-37.8% | $3,514-28.0% |
| Admin fee / account holder | $258 | $6,900-96.3% | $7,890-96.7% | $847-69.6% |