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| Provider | Service type | Compensation |
|---|---|---|
BCG SECURITIES2 years Filed as: BCG Service code 15 51 HADDONFIELD RD · CHERRY HILL, NJ 08002 | Recordkeeping | $8,835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,176 | $84,499+104.9% | $125,391+38.1% | $66,949+158.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.70% | -8.49%-9.2pp | 572.41%-590.1pp | 1.57%-19.3pp |
| Employer contribution / active EE | $6,688 | $3,554+88.2% | $4,816+38.9% | $2,545+162.7% |
| Participant deferral / active EE | $8,796 | $6,785+29.6% | $7,448+18.1% | $4,239+107.5% |
| Admin fee / account holder | $62 | $685-90.9% | $10,009-99.4% | $594-89.5% |