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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $12,909 |
NATIONWIDE5 years Filed as: NATONWIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,856 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $4,438 |
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 | $10,598 | $47,180-77.5% | $149,723-92.9% | $74,473-85.8% |
| Participation rate | 73.9% | 63.4%+10.5pp | 78.8%-4.9pp | 70.7%+3.1pp |
| Annual return | 12.93% | 22.75%-9.8pp | 134.50%-121.6pp | 34.36%-21.4pp |
| Employer contribution / active EE | $989 | $1,907-48.2% | $4,821-79.5% | $2,638-62.5% |
| Participant deferral / active EE | $1,995 | $2,730-26.9% | $5,682-64.9% | $4,530-56.0% |
| Admin fee / account holder | $23 | $343-93.4% | $13,215-99.8% | $347-93.5% |