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 | $7,634 |
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $7,623 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,345 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,241 | $86,341-15.2% | $125,192-41.5% | $65,185+12.4% |
| Participation rate | 92.2% | 75.3%+16.9pp | 79.8%+12.4pp | 70.2%+22.0pp |
| Annual return | 24.10% | 27.44%-3.3pp | 43.79%-19.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $939 | $2,040-54.0% | $3,866-75.7% | $2,177-56.9% |
| Participant deferral / active EE | $3,852 | $3,538+8.9% | $4,937-22.0% | $3,514+9.6% |
| Admin fee / account holder | $201 | $609-66.9% | $9,704-97.9% | $847-76.2% |