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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,427 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,766 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,203 | $80,763-4.4% | $102,412-24.6% | $74,459+3.7% |
| Participation rate | 91.3% | 65.7%+25.6pp | 74.5%+16.8pp | 67.2%+24.0pp |
| Annual return | 12.69% | 27.57%-14.9pp | 24.94%-12.3pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $3,411 | $3,160+7.9% | $3,870-11.9% | $2,626+29.9% |
| Participant deferral / active EE | $4,588 | $3,862+18.8% | $5,060-9.3% | $4,350+5.5% |
| Admin fee / account holder | $203 | $2,371-91.4% | $8,388-97.6% | $1,945-89.5% |