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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,902 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $48,927 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,107 | $106,247-64.1% | $147,096-74.1% | $77,714-51.0% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 17.67% | 56.87%-39.2pp | 419.75%-402.1pp | 31.26%-13.6pp |
| Employer contribution / active EE | $2,339 | $4,069-42.5% | $4,936-52.6% | $2,727-14.2% |
| Participant deferral / active EE | $4,807 | $7,996-39.9% | $8,071-40.4% | $4,649+3.4% |
| Admin fee / account holder | $163 | $338-51.9% | $13,005-98.8% | $433-62.5% |