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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,268 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,397 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,052 | $99,957+10.1% | $149,730-26.5% | $73,493+49.7% |
| Participation rate | 86.8% | 75.7%+11.1pp | 82.5%+4.4pp | 70.7%+16.2pp |
| Annual return | 20.59% | 53.87%-33.3pp | 276.70%-256.1pp | 28.51%-7.9pp |
| Employer contribution / active EE | $3,730 | $3,191+16.9% | $4,645-19.7% | $2,270+64.3% |
| Participant deferral / active EE | $8,525 | $6,073+40.4% | $6,843+24.6% | $3,740+127.9% |
| Admin fee / account holder | $287 | $551-47.9% | $9,310-96.9% | $513-44.0% |