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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 | $78,483-7.5% | $106,201-31.6% | $74,546-2.6% |
| Participation rate | 93.4% | 72.8%+20.6pp | 75.3%+18.1pp | 67.2%+26.2pp |
| Annual return | 13.20% | 15.94%-2.7pp | 116.26%-103.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,947 | $2,522+16.9% | $3,170-7.0% | $2,624+12.3% |
| Participant deferral / active EE | $7,015 | $4,320+62.4% | $5,012+40.0% | $4,347+61.4% |
| Admin fee / account holder | $185 | $2,236-91.7% | $11,039-98.3% | $1,944-90.5% |