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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,221 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $51,485 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,584 | $107,741-59.5% | $96,576-54.9% | $79,634-45.3% |
| Participation rate | 77.8% | 79.1%-1.3pp | 81.4%-3.6pp | 62.5%+15.3pp |
| Annual return | 26.37% | 19.24%+7.1pp | 38.47%-12.1pp | 36.46%-10.1pp |
| Employer contribution / active EE | $2,190 | $2,991-26.8% | $3,553-38.4% | $2,529-13.4% |
| Participant deferral / active EE | $7,412 | $7,899-6.2% | $7,956-6.8% | $3,835+93.3% |
| Admin fee / account holder | $202 | $1,150-82.4% | $11,381-98.2% | $1,002-79.8% |