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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $23,896 |
ERICKSON & CARNEGIE, LLP8+ years Service code 15 · EIN 46-5607846 | Recordkeeping | $6,700 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH CPAS & BUSINESS ADVISO Service code 15 · EIN 93-0819646 | Recordkeeping | $6,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
ADP BROKER-DEALER8+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,293 | $72,639+29.8% | $90,766+3.9% | $66,949+40.8% |
| Participation rate | 65.3% | 73.7%-8.3pp | 75.7%-10.3pp | 69.8%-4.5pp |
| Annual return | -17.36% | -12.28%-5.1pp | -12.16%-5.2pp | 1.57%-18.9pp |
| Employer contribution / active EE | $1,219 | $2,369-48.6% | $2,922-58.3% | $2,545-52.1% |
| Participant deferral / active EE | $3,777 | $3,979-5.1% | $4,565-17.3% | $4,239-10.9% |
| Admin fee / account holder | $434 | $708-38.7% | $8,446-94.9% | $594-26.9% |