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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC6+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 15 · EIN 38-2117812 | Recordkeeping | $50,505 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,979 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,217 | $70,917+23.0% | $98,920-11.8% | $73,497+18.7% |
| Participation rate | 93.0% | 73.8%+19.2pp | 76.0%+16.9pp | 70.7%+22.3pp |
| Annual return | 15.05% | 34.18%-19.1pp | 196.47%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,852 | $2,037+40.0% | $2,689+6.0% | $2,270+25.6% |
| Participant deferral / active EE | $2,898 | $3,501-17.2% | $4,245-31.7% | $3,740-22.5% |
| Admin fee / account holder | $278 | $535-48.0% | $6,643-95.8% | $513-45.8% |