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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 | $81,557-59.2% | $123,973-73.2% | $65,191-49.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 10.44% | 11.45%-1.0pp | 388.13%-377.7pp | 51.24%-40.8pp |
| Employer contribution / active EE | $6,645 | $4,637+43.3% | $4,126+61.1% | $2,400+176.9% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $111 | $1,040-89.3% | $11,799-99.1% | $907-87.7% |