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| Provider | Service type | Compensation |
|---|---|---|
LONGVIEW PARTNERS1+ years Filed as: LONGVIEW FINANCIALS Service code 26 3560 QUAKERBRIDGE ROAD · MERCERVILLE, NJ 08619 | Advisory (Participants) | $6,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,026 | $70,667-87.2% | $123,106-92.7% | $52,331-82.8% |
| Participation rate | 39.6% | 83.7%-44.1pp | 86.8%-47.1pp | 68.1%-28.5pp |
| Annual return | 6.82% | 6.23%+0.6pp | 13.22%-6.4pp | 4.54%+2.3pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,060 | $4,493-76.4% | $6,229-83.0% | $3,022-64.9% |
| Admin fee / account holder | $121 | $506-76.2% | $9,015-98.7% | $592-79.6% |