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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5 years Filed as: GREENLEAF ADVISORY GROUP Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $13,062 |
NATIONWIDE3 years Filed as: NATONWIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,982 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $3,885 |
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 | $10,973 | $61,172-82.1% | $185,851-94.1% | $79,389-86.2% |
| Participation rate | 72.0% | 66.6%+5.4pp | 81.7%-9.7pp | 70.7%+1.3pp |
| Annual return | 22.01% | 19.45%+2.6pp | 122.11%-100.1pp | 116.89%-94.9pp |
| Employer contribution / active EE | $866 | $2,321-62.7% | $5,168-83.2% | $2,428-64.3% |
| Participant deferral / active EE | $1,854 | $2,788-33.5% | $5,569-66.7% | $4,046-54.2% |
| Admin fee / account holder | $29 | $710-95.9% | $16,245-99.8% | $626-95.3% |