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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,130 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $6,145 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $5,191 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,794 | $95,417-39.4% | $135,974-57.5% | $74,460-22.4% |
| Participation rate | 92.2% | 78.2%+14.0pp | 81.9%+10.3pp | 70.7%+21.4pp |
| Annual return | 30.10% | 32.76%-2.7pp | 68.30%-38.2pp | 34.38%-4.3pp |
| Employer contribution / active EE | $6,606 | $3,878+70.4% | $4,859+36.0% | $2,638+150.4% |
| Participant deferral / active EE | $9,063 | $7,789+16.4% | $7,760+16.8% | $4,530+100.1% |
| Admin fee / account holder | $247 | $266-7.1% | $10,767-97.7% | $348-28.9% |