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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RED BANK PENSION, INC. Service code 49 | Other Services | $765 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $250 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,929 | $71,878-83.4% | $86,698-86.2% | $68,486-82.6% |
| Participation rate | 92.7% | 72.2%+20.5pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -16.25% | 3.53%-19.8pp | 35.95%-52.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $908 | $2,173-58.2% | $2,837-68.0% | $2,597-65.0% |
| Participant deferral / active EE | $410 | $3,779-89.1% | $4,656-91.2% | $4,028-89.8% |
| Admin fee / account holder | $48 | $6,113-99.2% | $7,493-99.4% | $5,404-99.1% |