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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,653 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,194 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,395 | $69,823-65.1% | $76,902-68.3% | $74,473-67.2% |
| Participation rate | 75.0% | 70.0%+5.0pp | 69.6%+5.4pp | 70.7%+4.3pp |
| Annual return | 16.00% | 19.99%-4.0pp | 37.91%-21.9pp | 34.36%-18.4pp |
| Employer contribution / active EE | $0 | $2,148-100.0% | $2,534-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,125 | $3,558-40.3% | $3,833-44.6% | $4,530-53.1% |
| Admin fee / account holder | $170 | $398-57.2% | $5,479-96.9% | $347-51.0% |