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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 | $101,499+128.7% | $147,005+57.9% | $74,546+211.4% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 15.74% | 8732.34%-8716.6pp | 418.76%-403.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,138 | $3,811-43.9% | $4,934-56.7% | $2,624-18.5% |
| Participant deferral / active EE | $10,054 | $7,304+37.6% | $8,070+24.6% | $4,347+131.3% |
| Admin fee / account holder | $43 | $1,748-97.6% | $13,006-99.7% | $1,944-97.8% |