Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,627 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $14,171 |
ADP BROKER-DEALER4 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 | $32,866 | $37,463-12.3% | $77,100-57.4% | $66,949-50.9% |
| Participation rate | 90.3% | 52.9%+37.4pp | 67.9%+22.4pp | 69.8%+20.5pp |
| Annual return | -14.68% | -3.25%-11.4pp | 42.35%-57.0pp | 1.57%-16.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,826 | $2,621+46.0% | $4,430-13.6% | $4,239-9.7% |
| Admin fee / account holder | $191 | $568-66.3% | $5,443-96.5% | $594-67.8% |