Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $80,731-4.4% | $103,378-25.3% | $74,400+3.8% |
| Participation rate | 91.3% | 65.7%+25.6pp | 74.5%+16.8pp | 67.2%+24.0pp |
| Annual return | 12.69% | 27.56%-14.9pp | 24.91%-12.2pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $3,411 | $3,159+8.0% | $3,870-11.9% | $2,624+30.0% |
| Participant deferral / active EE | $4,588 | $3,862+18.8% | $5,058-9.3% | $4,348+5.5% |
| Admin fee / account holder | $203 | $2,369-91.4% | $8,401-97.6% | $1,944-89.5% |