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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 13-2635933 5 PARAGON DRIVE, SUITE 200 · MONTVALE, NJ 07645 | Other Fees | $20,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,198 | $52,149+7.8% | $122,354-54.1% | $77,958-27.9% |
| Participation rate | 78.1% | 58.6%+19.5pp | 71.6%+6.4pp | 71.6%+6.4pp |
| Annual return | 23.72% | 17.75%+6.0pp | 30.28%-6.6pp | 20.87%+2.9pp |
| Employer contribution / active EE | $898 | $1,750-48.7% | $4,051-77.8% | $2,310-61.1% |
| Participant deferral / active EE | $3,751 | $2,114+77.4% | $3,287+14.1% | $3,537+6.1% |
| Admin fee / account holder | $4 | $93-96.1% | $5,479-99.9% | $97-96.2% |