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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $12,563 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $11,475 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,140 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,806 | $66,319-11.3% | $93,621-37.2% | $65,186-9.8% |
| Participation rate | 66.5% | 74.0%-7.5pp | 75.8%-9.3pp | 70.2%-3.7pp |
| Annual return | 22.67% | 42.59%-19.9pp | 32.76%-10.1pp | 29.39%-6.7pp |
| Employer contribution / active EE | $880 | $2,013-56.3% | $2,719-67.6% | $2,177-59.6% |
| Participant deferral / active EE | $1,865 | $3,343-44.2% | $4,070-54.2% | $3,514-46.9% |
| Admin fee / account holder | $173 | $6,900-97.5% | $7,890-97.8% | $847-79.6% |