Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4 years Filed as: GREENLEAF ADVISORY GROUP Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $11,046 |
NATIONWIDE2 years Filed as: NATONWIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,989 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $3,299 |
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 | $8,806 | $58,895-85.0% | $178,503-95.1% | $73,497-88.0% |
| Participation rate | 82.2% | 66.2%+15.9pp | 81.9%+0.2pp | 70.7%+11.5pp |
| Annual return | 3.93% | 24.86%-20.9pp | 151.12%-147.2pp | 28.51%-24.6pp |
| Employer contribution / active EE | $541 | $2,236-75.8% | $5,011-89.2% | $2,270-76.2% |
| Participant deferral / active EE | $2,192 | $2,567-14.6% | $5,202-57.9% | $3,740-41.4% |
| Admin fee / account holder | $26 | $400-93.5% | $13,987-99.8% | $513-94.9% |