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 | $15,599 |
RAINER & COMPANY3 years Filed as: RAINER AND COMPANY Service code 15 · EIN 23-2183936 | Recordkeeping | $10,800 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,795 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,339 | $86,655-35.0% | $119,622-52.9% | $66,938-15.8% |
| Participation rate | 94.1% | 75.6%+18.6pp | 79.3%+14.9pp | 69.8%+24.3pp |
| Annual return | -18.93% | -8.00%-10.9pp | -14.98%-4.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,348 | $2,536-46.8% | $4,232-68.1% | $2,545-47.0% |
| Participant deferral / active EE | $5,604 | $4,358+28.6% | $5,601+0.1% | $4,238+32.2% |
| Admin fee / account holder | $238 | $755-68.4% | $10,328-97.7% | $594-59.9% |