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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $19,291 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,070 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 17 · EIN 11-3401702 545 ROUTE 17 SOUT · RIDGEWOOD, NJ 07450 | Pension Consulting | $5,133 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,407 | $46,732-56.3% | $156,551-87.0% | $55,167-63.0% |
| Participation rate | 98.5% | 65.8%+32.7pp | 84.0%+14.5pp | 69.0%+29.5pp |
| Annual return | -0.25% | 17.72%-18.0pp | 32.23%-32.5pp | 169.23%-169.5pp |
| Employer contribution / active EE | $2,201 | $2,105+4.6% | $5,501-60.0% | $1,963+12.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |