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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $28,686 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,001 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $84,224 | $57,739+45.9% | $112,228-25.0% | $74,473+13.1% |
| Participation rate | 94.9% | 55.6%+39.3pp | 72.4%+22.4pp | 70.7%+24.1pp |
| Annual return | 14.06% | 19.52%-5.5pp | 30.23%-16.2pp | 34.36%-20.3pp |
| Employer contribution / active EE | $3,881 | $1,675+131.7% | $3,432+13.1% | $2,638+47.1% |
| Participant deferral / active EE | $6,309 | $2,891+118.2% | $4,800+31.4% | $4,530+39.3% |
| Admin fee / account holder | $91 | $462-80.3% | $7,752-98.8% | $347-73.7% |