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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 | $55,437+355.0% | $155,534+62.2% | $74,459+238.7% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 15.42% | 269.58%-254.2pp | 64.92%-49.5pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $9,490 | $2,266+318.8% | $4,675+103.0% | $2,626+261.4% |
| Participant deferral / active EE | $9,759 | $2,837+243.9% | $5,630+73.3% | $4,350+124.4% |
| Admin fee / account holder | $68 | $1,742-96.1% | $15,900-99.6% | $1,945-96.5% |