Filed September 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,135 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,260 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,828 | $89,123+116.4% | $102,460+88.2% | $77,762+148.0% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 12.19% | 25.05%-12.9pp | 29.47%-17.3pp | 31.27%-19.1pp |
| Employer contribution / active EE | $5,662 | $2,700+109.7% | $3,025+87.2% | $2,728+107.6% |
| Participant deferral / active EE | $9,284 | $5,148+80.4% | $5,056+83.6% | $4,651+99.6% |
| Admin fee / account holder | $74 | $236-68.6% | $9,460-99.2% | $433-82.9% |