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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 | $12,193 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,675 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,387 | $88,324-52.0% | $115,037-63.2% | $55,191-23.2% |
| Participation rate | 57.8% | 72.5%-14.8pp | 81.4%-23.6pp | 69.2%-11.4pp |
| Annual return | 7.65% | 6.30%+1.4pp | 26.14%-18.5pp | 10.78%-3.1pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,120 | $5,042+61.0% | $6,026+34.7% | $3,046+166.5% |
| Admin fee / account holder | $60 | $105-42.8% | $8,175-99.3% | $91-33.6% |