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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $24,497 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,542 | $79,438+34.1% | $106,5550% | $79,391+34.2% |
| Participation rate | 70.9% | 74.2%-3.3pp | 76.1%-5.3pp | 70.7%+0.2pp |
| Annual return | 16.23% | 18.27%-2.0pp | 26.80%-10.6pp | 116.88%-100.7pp |
| Employer contribution / active EE | $1,123 | $2,235-49.7% | $2,819-60.2% | $2,428-53.7% |
| Participant deferral / active EE | $3,168 | $3,824-17.1% | $4,399-28.0% | $4,046-21.7% |
| Admin fee / account holder | $256 | $523-51.1% | $7,408-96.5% | $627-59.2% |