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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORY GROUP Service code 49 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Other Services | $6,065 |
NATIONWIDE1 year Filed as: NATIOWNIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,290 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC, INC. Service code 17 · EIN 11-3401702 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Pension Consulting | $1,692 |
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 | $5,580 | $46,173-87.9% | $170,435-96.7% | $69,631-92.0% |
| Participation rate | 84.5% | 63.9%+20.6pp | 83.6%+0.9pp | 70.7%+13.9pp |
| Annual return | 13.08% | 21.62%-8.5pp | 205.94%-192.9pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $902 | $1,610-44.0% | $5,432-83.4% | $2,032-55.6% |
| Participant deferral / active EE | $1,514 | $2,080-27.2% | $4,939-69.4% | $3,224-53.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |