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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,018 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,323 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,225 | $55,446+354.9% | $155,574+62.1% | $74,429+238.9% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+23.9pp |
| Annual return | 15.42% | 269.20%-253.8pp | 64.87%-49.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $9,490 | $2,266+318.8% | $4,676+103.0% | $2,625+261.6% |
| Participant deferral / active EE | $9,759 | $2,836+244.1% | $5,629+73.4% | $4,348+124.4% |
| Admin fee / account holder | $68 | $1,743-96.1% | $15,914-99.6% | $1,944-96.5% |