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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $10,314 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,820 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,202 | $78,636-68.0% | $105,607-76.1% | $74,459-66.2% |
| Participation rate | 84.1% | 72.8%+11.4pp | 75.3%+8.8pp | 67.2%+16.9pp |
| Annual return | 11.87% | 15.96%-4.1pp | 116.11%-104.2pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $1,176 | $2,523-53.4% | $3,167-62.9% | $2,626-55.2% |
| Participant deferral / active EE | $3,629 | $4,322-16.0% | $5,011-27.6% | $4,350-16.6% |
| Admin fee / account holder | $159 | $2,220-92.9% | $10,958-98.6% | $1,945-91.8% |