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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $61,172 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,137 |
ADP BROKER-DEALER3 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,897 | $65,125-31.1% | $143,797-68.8% | $66,949-32.9% |
| Participation rate | 80.1% | 65.2%+14.9pp | 80.3%-0.2pp | 69.8%+10.3pp |
| Annual return | -12.15% | -11.13%-1.0pp | -0.04%-12.1pp | 1.57%-13.7pp |
| Employer contribution / active EE | $1,458 | $2,362-38.3% | $4,952-70.6% | $2,545-42.7% |
| Participant deferral / active EE | $3,230 | $2,920+10.6% | $5,638-42.7% | $4,239-23.8% |
| Admin fee / account holder | $516 | $503+2.6% | $14,679-96.5% | $594-13.1% |