Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AURORA PRIVATE WEALTH INC3 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 2001 US HIGHWAY 46 · PARSIPPANY, NJ 070541315 | Advisory (Plan) | $35,682 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $24,008 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,569 | $91,372-67.6% | $130,045-77.3% | $74,460-60.3% |
| Participation rate | 88.2% | 77.8%+10.4pp | 78.5%+9.7pp | 70.7%+17.4pp |
| Annual return | 21.33% | 23.21%-1.9pp | -137.30%+158.6pp | 34.38%-13.0pp |
| Employer contribution / active EE | $1,933 | $2,563-24.6% | $4,321-55.3% | $2,638-26.7% |
| Participant deferral / active EE | $5,321 | $4,721+12.7% | $5,820-8.6% | $4,530+17.5% |
| Admin fee / account holder | $166 | $283-41.5% | $10,600-98.4% | $348-52.3% |