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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC5 years Service code 28 THE TANGO GROUP · BEDMINSTER, NJ 07921 | Investment Management | $340,293 |
STATEWIDE HEALTH DATA SYSTEM10+ years Service code 15 · EIN 22-3164169 | Recordkeeping | $91,235 |
BEDERSON LLP10+ years Service code 10 · EIN 22-2978848 | Accounting | $52,900 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $20,000 |
COMERICA BANK5 years Filed as: COMERICA Service code 28 PO BOX 75000 · DETROIT, MI 482753462 | Investment Management | $7,529 |
DVC CONSULTING1 year Service code 16 19 JERI-ANN DRIVE · MANAHAWKIN, NJ 080504255 | Consulting | $6,200 |
KENNETH RYAN2 years Filed as: KENNETH NOWAK Service code 16 15 W. 72ND ST, APT 26-C · NEW YORK, NY 10023 | Consulting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,765 | $122,596-79.0% | $184,260-86.0% | $199,960-87.1% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 17.90% | 144.14%-126.2pp | 28.84%-10.9pp | 34.28%-16.4pp |
| Employer contribution / active EE | $4,245 | $4,570-7.1% | $6,427-33.9% | $3,036+39.8% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,087-100.0% |
| Admin fee / account holder | $193 | $120+60.5% | $13,898-98.6% | $269-28.3% |