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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $61,816 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,818 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,368 | $46,688+5.7% | $189,758-74.0% | $69,733-29.2% |
| Participation rate | 93.2% | 61.7%+31.5pp | 79.8%+13.4pp | 62.5%+30.7pp |
| Annual return | 9.56% | 14.35%-4.8pp | 52.62%-43.1pp | 15.22%-5.7pp |
| Employer contribution / active EE | $2,616 | $1,695+54.3% | $4,767-45.1% | $2,250+16.2% |
| Participant deferral / active EE | $3,473 | $2,143+62.1% | $5,856-40.7% | $3,054+13.7% |
| Admin fee / account holder | $473 | $1,700-72.2% | $20,388-97.7% | $3,102-84.8% |