Filed September 16, 2022
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 | $15,709 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,932 |
ADP BROKER-DEALER8+ 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 | $147,726 | $72,303+104.3% | $86,691+70.4% | $64,814+127.9% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.2pp | 71.5%+27.4pp |
| Annual return | -13.35% | 392.77%-406.1pp | 35.94%-49.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $4,874 | $2,393+103.7% | $2,837+71.8% | $2,507+94.4% |
| Participant deferral / active EE | $7,809 | $4,660+67.6% | $4,656+67.7% | $4,310+81.2% |
| Admin fee / account holder | $63 | $174-63.9% | $7,492-99.2% | $188-66.5% |