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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,409 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,825 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,304 | $47,977-22.2% | $154,114-75.8% | $56,287-33.7% |
| Participation rate | 74.1% | 66.2%+7.9pp | 83.0%-8.9pp | 69.9%+4.2pp |
| Annual return | -8.01% | 3.54%-11.5pp | 735.16%-743.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $2,129 | $2,169-1.8% | $5,298-59.8% | $2,111+0.9% |
| Participant deferral / active EE | $6,008 | $2,392+151.2% | $5,081+18.3% | $3,350+79.4% |
| Admin fee / account holder | $99 | $438-77.4% | $13,411-99.3% | $521-81.0% |