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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $25,017 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,813 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,866 | $88,203-19.7% | $165,100-57.1% | $74,478-4.8% |
| Participation rate | 67.4% | 73.1%-5.7pp | 78.6%-11.2pp | 67.2%+0.2pp |
| Annual return | 17.48% | 17.13%+0.4pp | 70.21%-52.7pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $2,780 | $2,601+6.9% | $4,348-36.1% | $2,626+5.9% |
| Participant deferral / active EE | $5,434 | $4,505+20.6% | $6,035-10.0% | $4,350+24.9% |
| Admin fee / account holder | $177 | $2,235-92.1% | $12,696-98.6% | $1,946-90.9% |