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 | $88,982+116.7% | $102,438+88.2% | $77,671+148.3% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 12.19% | 25.01%-12.8pp | 29.37%-17.2pp | 31.21%-19.0pp |
| Employer contribution / active EE | $5,662 | $2,698+109.9% | $3,024+87.3% | $2,726+107.7% |
| Participant deferral / active EE | $9,284 | $5,144+80.5% | $5,054+83.7% | $4,648+99.7% |
| Admin fee / account holder | $74 | $236-68.6% | $9,448-99.2% | $430-82.8% |