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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $47,003 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,615 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,685 | $81,276-37.6% | $155,574-67.4% | $80,925-37.4% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 14.64% | 33.36%-18.7pp | 64.87%-50.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,426 | $3,103-54.1% | $4,676-69.5% | $2,756-48.3% |
| Participant deferral / active EE | $10,440 | $3,453+202.4% | $5,629+85.5% | $4,299+142.9% |
| Admin fee / account holder | $252 | $7,993-96.8% | $15,914-98.4% | $6,940-96.4% |