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| Provider | Service type | Compensation |
|---|---|---|
HARTNETT REYES-JONES, LLC7 years Filed as: HARTNETT REYES-JONES Service code 29 · EIN 43-1205253 | Legal | $84,027 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $78,809 |
LPL FINANCIAL4 years Service code 28 4931 LINDELL BLVD, STE 150 · ST. LOUIS, MO 63108 | Investment Management | $58,479 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,006 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,272 | $77,788-57.2% | $119,126-72.1% | $64,728-48.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 10.44% | 13.19%-2.7pp | 282.11%-271.7pp | 49.38%-38.9pp |
| Employer contribution / active EE | $6,645 | $4,031+64.8% | $4,034+64.7% | $2,243+196.3% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $111 | $1,365-91.8% | $10,693-99.0% | $1,145-90.3% |