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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 THE TANGO GROUP · BEDMINSTER, NJ 07921 | Investment Management | $140,022 |
STATEWIDE HEALTH DATA SYSTEM6+ years Service code 15 · EIN 22-3164169 | Recordkeeping | $48,492 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-2740599 | Investment Management | $37,673 |
BEDERSON LLP6+ years Service code 10 · EIN 22-2978848 | Accounting | $30,000 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,513 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM FRE Service code 29 570 BROAD STREET SUITE 1402 · NEWARK, NJ 07102 | Legal | $12,877 |
COMERICA BANK1 year Filed as: COMERICA Service code 28 PO BOX 75000 · DETROIT, MI 482753462 | Investment Management | $7,354 |
Annual investment return 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.
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 | $24,204 | $110,699-78.1% | $177,827-86.4% | $90,274-73.2% |
| Participation rate | 99.8% | 88.3%+11.4pp | 87.7%+12.1pp | 73.4%+26.4pp |
| Annual return | 2.35% | 22.79%-20.4pp | 48.32%-46.0pp | 53.97%-51.6pp |
| Employer contribution / active EE | $4,102 | $4,118-0.4% | $5,918-30.7% | $2,523+62.5% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,713-100.0% | $4,231-100.0% |
| Admin fee / account holder | $130 | $90+44.4% | $12,429-99.0% | $114+13.9% |