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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,082 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,745 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,626 | $78,562-7.6% | $105,608-31.2% | $74,429-2.4% |
| Participation rate | 93.4% | 72.8%+20.6pp | 75.3%+18.1pp | 67.2%+26.2pp |
| Annual return | 13.20% | 15.94%-2.7pp | 116.50%-103.3pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $2,947 | $2,521+16.9% | $3,167-7.0% | $2,625+12.3% |
| Participant deferral / active EE | $7,015 | $4,321+62.3% | $5,010+40.0% | $4,348+61.3% |
| Admin fee / account holder | $185 | $2,217-91.6% | $11,028-98.3% | $1,944-90.5% |