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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,975 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $11,721 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $19,599 | $46,325-57.7% | $143,788-86.4% | $64,814-69.8% |
| Participation rate | 24.4% | 64.2%-39.9pp | 80.3%-56.0pp | 71.5%-47.1pp |
| Annual return | -17.52% | -10.05%-7.5pp | -0.03%-17.5pp | 32.84%-50.4pp |
| Employer contribution / active EE | $636 | $1,911-66.7% | $4,952-87.1% | $2,507-74.6% |
| Participant deferral / active EE | $901 | $2,647-66.0% | $5,638-84.0% | $4,310-79.1% |
| Admin fee / account holder | $318 | $154+106.5% | $14,675-97.8% | $188+69.1% |