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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,849 |
BULLSEYE GLASS COMPANY1 year Service code 15 · EIN 93-0660862 | Recordkeeping | $6,200 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,802 | $70,917+39.3% | $98,920-0.1% | $73,497+34.4% |
| Participation rate | 70.3% | 73.8%-3.5pp | 76.0%-5.7pp | 70.7%-0.4pp |
| Annual return | 13.93% | 34.18%-20.2pp | 196.47%-182.5pp | 28.51%-14.6pp |
| Employer contribution / active EE | $981 | $2,037-51.8% | $2,689-63.5% | $2,270-56.8% |
| Participant deferral / active EE | $2,835 | $3,501-19.0% | $4,245-33.2% | $3,740-24.2% |
| Admin fee / account holder | $275 | $535-48.5% | $6,643-95.9% | $513-46.4% |