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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $22,508 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,705 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,524 | $61,391-25.8% | $149,723-69.6% | $71,529-36.4% |
| Participation rate | 75.7% | 62.5%+13.2pp | 78.8%-3.1pp | 67.9%+7.8pp |
| Annual return | 20.70% | 35.88%-15.2pp | 134.50%-113.8pp | 28.97%-8.3pp |
| Employer contribution / active EE | $1,086 | $2,384-54.4% | $4,821-77.5% | $2,590-58.1% |
| Participant deferral / active EE | $10,785 | $2,921+269.3% | $5,682+89.8% | $4,291+151.3% |
| Admin fee / account holder | $132 | $1,264-89.6% | $13,215-99.0% | $1,588-91.7% |