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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 | $43,496+13.5% | $161,489-69.4% | $64,340-23.3% |
| Participation rate | 93.2% | 53.5%+39.7pp | 78.7%+14.5pp | 55.2%+37.9pp |
| Annual return | 9.56% | 20.76%-11.2pp | 89.72%-80.2pp | 24.14%-14.6pp |
| Employer contribution / active EE | $2,616 | $1,431+82.8% | $4,268-38.7% | $1,862+40.5% |
| Participant deferral / active EE | $3,473 | $1,996+74.0% | $5,630-38.3% | $2,980+16.5% |
| Admin fee / account holder | $473 | $2,330-79.7% | $16,006-97.0% | $3,703-87.2% |