Filed August 31, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $28,674 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,606 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,101 | $53,053-37.6% | $126,539-73.8% | $74,304-55.5% |
| Participation rate | 87.4% | 48.0%+39.4pp | 69.8%+17.6pp | 60.3%+27.1pp |
| Annual return | 17.07% | 29.46%-12.4pp | 425.95%-408.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $991 | $1,168-15.1% | $3,674-73.0% | $2,241-55.8% |
| Participant deferral / active EE | $3,529 | $2,303+53.2% | $4,083-13.6% | $3,767-6.3% |
| Admin fee / account holder | $231 | $3,698-93.7% | $6,065-96.2% | $2,969-92.2% |