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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,308 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,236 |
ADP BROKER-DEALER3 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,384 | $53,841-43.6% | $75,731-59.9% | $85,851-64.6% |
| Participation rate | 33.3% | 69.0%-35.7pp | 74.8%-41.5pp | 69.3%-36.0pp |
| Annual return | 13.28% | 24.54%-11.3pp | 104.65%-91.4pp | 318.63%-305.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,113 | $2,895-61.5% | $3,820-70.9% | $3,952-71.8% |
| Admin fee / account holder | $278 | $3,340-91.7% | $3,620-92.3% | $6,261-95.6% |