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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 40 BEY LEA ROAD, STE. C102 · TOMS RIVER, NJ 08753 | Other Commissions | $11,775 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,611 |
Service code 13 2 HARTFORD DRIVE, STE.101 · RED BANK, NJ 07701 | Contract Administrator | $2,579 |
Filed as: AXA ADVISORS, LLC Service code 49 · EIN 13-4071393 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $25,748 | $36,916-30.3% | $156,551-83.6% | $57,658-55.3% |
| Participation rate | 91.1% | 63.4%+27.7pp | 84.0%+7.1pp | 70.2%+20.9pp |
| Annual return | 6.84% | 12.38%-5.5pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,063 | $1,571-32.3% | $5,501-80.7% | $1,974-46.2% |
| Participant deferral / active EE | $2,056 | $1,926+6.8% | $4,871-57.8% | $3,061-32.8% |
| Admin fee / account holder | $9 | $82-89.3% | $13,028-99.9% | $95-90.7% |