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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 | $101,591+128.5% | $147,096+57.8% | $74,429+211.9% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 15.74% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $2,138 | $3,813-43.9% | $4,936-56.7% | $2,625-18.6% |
| Participant deferral / active EE | $10,054 | $7,302+37.7% | $8,071+24.6% | $4,348+131.2% |
| Admin fee / account holder | $43 | $1,750-97.6% | $13,005-99.7% | $1,944-97.8% |