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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $23,016 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,513 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,057 | $45,126+90.7% | $85,187+1.0% | $74,459+15.6% |
| Participation rate | 82.3% | 49.4%+32.9pp | 67.5%+14.8pp | 67.2%+15.1pp |
| Annual return | 18.65% | 26.30%-7.7pp | 66.67%-48.0pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $2,564 | $1,460+75.6% | $2,732-6.2% | $2,626-2.4% |
| Participant deferral / active EE | $5,648 | $2,738+106.2% | $4,525+24.8% | $4,350+29.8% |
| Admin fee / account holder | $231 | $2,212-89.5% | $6,162-96.2% | $1,945-88.1% |