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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,975 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $18,818 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,824 | $55,457+18.7% | $76,119-13.5% | $77,736-15.3% |
| Participation rate | 93.5% | 63.6%+29.9pp | 69.1%+24.4pp | 70.6%+22.9pp |
| Annual return | 13.11% | 17.09%-4.0pp | 361.25%-348.1pp | 31.26%-18.2pp |
| Employer contribution / active EE | $2,484 | $1,792+38.6% | $2,693-7.7% | $2,728-8.9% |
| Participant deferral / active EE | $6,635 | $3,454+92.1% | $4,259+55.8% | $4,651+42.7% |
| Admin fee / account holder | $74 | $411-81.9% | $6,421-98.8% | $433-82.9% |