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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $8,886 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,530 |
ADP BROKER-DEALER2 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,107 | $55,453-25.9% | $170,435-75.9% | $62,293-34.0% |
| Participation rate | 62.8% | 66.4%-3.6pp | 83.6%-20.8pp | 69.5%-6.7pp |
| Annual return | 19.88% | 21.38%-1.5pp | 205.94%-186.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,724 | $2,164-20.3% | $5,432-68.3% | $2,042-15.6% |
| Participant deferral / active EE | $5,100 | $2,303+121.5% | $4,939+3.3% | $3,169+60.9% |
| Admin fee / account holder | $99 | $455-78.2% | $13,881-99.3% | $479-79.3% |