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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,654 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,750 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,027 | $105,198-59.1% | $159,455-73.0% | $85,856-49.9% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 17.47% | 45.08%-27.6pp | 263.63%-246.2pp | 318.58%-301.1pp |
| Employer contribution / active EE | $3,320 | $3,3190% | $4,830-31.3% | $2,565+29.4% |
| Participant deferral / active EE | $13,007 | $5,946+118.8% | $7,353+76.9% | $3,952+229.1% |
| Admin fee / account holder | $101 | $6,934-98.5% | $10,800-99.1% | $6,261-98.4% |