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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,018 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $12,816 |
RAINER & COMPANY4 years Filed as: RAINER AND COMPANY Service code 15 · EIN 23-2183936 | Recordkeeping | $12,500 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,135 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,709 | $83,045-19.7% | $130,026-48.7% | $71,495-6.7% |
| Participation rate | 93.6% | 74.1%+19.5pp | 78.5%+15.1pp | 67.9%+25.7pp |
| Annual return | 20.15% | 20.61%-0.5pp | -137.26%+157.4pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,318 | $2,623-49.7% | $4,321-69.5% | $2,589-49.1% |
| Participant deferral / active EE | $5,898 | $4,436+33.0% | $5,821+1.3% | $4,291+37.5% |
| Admin fee / account holder | $229 | $1,727-86.8% | $10,608-97.8% | $1,588-85.6% |