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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $26,665 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,945 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,539 | $52,122+60.3% | $104,299-19.9% | $64,824+28.9% |
| Participation rate | 96.0% | 56.0%+39.9pp | 73.3%+22.7pp | 71.5%+24.5pp |
| Annual return | -13.39% | 13.26%-26.7pp | 24.62%-38.0pp | 32.84%-46.2pp |
| Employer contribution / active EE | $3,803 | $1,627+133.8% | $3,373+12.7% | $2,507+51.7% |
| Participant deferral / active EE | $6,119 | $2,823+116.8% | $4,626+32.3% | $4,311+41.9% |
| Admin fee / account holder | $91 | $155-41.1% | $7,339-98.8% | $188-51.5% |