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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 51 HADDONFIELD ROAD, SUITE 200 · CHERRY HILL, NJ 08002 | Recordkeeping | $5,387 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,156 | $101,672+128.3% | $147,117+57.8% | $74,478+211.7% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 15.74% | 8757.83%-8742.1pp | 420.54%-404.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $2,138 | $3,813-43.9% | $4,932-56.7% | $2,626-18.6% |
| Participant deferral / active EE | $10,054 | $7,305+37.6% | $8,065+24.7% | $4,350+131.1% |
| Admin fee / account holder | $43 | $1,753-97.6% | $12,993-99.7% | $1,946-97.8% |