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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $64,983 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,378 |
ADP BROKER-DEALER5 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 | $58,000 | $55,446+4.6% | $155,574-62.7% | $74,429-22.1% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 13.43% | 269.20%-255.8pp | 64.87%-51.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $2,355 | $2,266+3.9% | $4,676-49.6% | $2,625-10.3% |
| Participant deferral / active EE | $3,698 | $2,836+30.4% | $5,629-34.3% | $4,348-14.9% |
| Admin fee / account holder | $512 | $1,743-70.6% | $15,914-96.8% | $1,944-73.7% |