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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,787 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,365 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,936 | $65,125-41.7% | $143,797-73.6% | $66,949-43.3% |
| Participation rate | 77.6% | 65.2%+12.4pp | 80.3%-2.7pp | 69.8%+7.8pp |
| Annual return | -13.06% | -11.13%-1.9pp | -0.04%-13.0pp | 1.57%-14.6pp |
| Employer contribution / active EE | $1,702 | $2,362-28.0% | $4,952-65.6% | $2,545-33.1% |
| Participant deferral / active EE | $11,104 | $2,920+280.2% | $5,638+96.9% | $4,239+161.9% |
| Admin fee / account holder | $108 | $503-78.5% | $14,679-99.3% | $594-81.8% |