Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 88 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $77,696 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,739 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,500 | $130,294-16.7% | $170,057-36.2% | $71,529+51.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 19.41% | 20.36%-1.0pp | 53.42%-34.0pp | 28.97%-9.6pp |
| Employer contribution / active EE | $6,253 | $4,385+42.6% | $6,790-7.9% | $2,590+141.5% |
| Participant deferral / active EE | $6,849 | $6,928-1.1% | $10,411-34.2% | $4,291+59.6% |
| Admin fee / account holder | $293 | $966-69.7% | $12,826-97.7% | $1,588-81.5% |