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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $49,673 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,627 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,730 | $95,417-62.6% | $135,974-73.7% | $74,460-52.0% |
| Participation rate | 92.8% | 78.2%+14.6pp | 81.9%+10.9pp | 70.7%+22.1pp |
| Annual return | 20.58% | 32.76%-12.2pp | 68.30%-47.7pp | 34.38%-13.8pp |
| Employer contribution / active EE | $2,086 | $3,878-46.2% | $4,859-57.1% | $2,638-20.9% |
| Participant deferral / active EE | $4,408 | $7,789-43.4% | $7,760-43.2% | $4,530-2.7% |
| Admin fee / account holder | $162 | $266-39.0% | $10,767-98.5% | $348-53.3% |