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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $8,278 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,059 |
ADP BROKER-DEALER7 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 | $225,885 | $61,391+267.9% | $149,723+50.9% | $71,529+215.8% |
| Participation rate | 97.8% | 62.5%+35.3pp | 78.8%+19.0pp | 67.9%+29.9pp |
| Annual return | 22.63% | 35.88%-13.2pp | 134.50%-111.9pp | 28.97%-6.3pp |
| Employer contribution / active EE | $9,795 | $2,384+310.9% | $4,821+103.2% | $2,590+278.2% |
| Participant deferral / active EE | $10,337 | $2,921+253.9% | $5,682+81.9% | $4,291+140.9% |
| Admin fee / account holder | $53 | $1,264-95.8% | $13,215-99.6% | $1,588-96.6% |