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| Provider | Service type | Compensation |
|---|---|---|
ALTIGRO PENSION SERVICES INC2 years Filed as: ALTIGRO RETIREMENT SERVICES, LLC Service code 10 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 | Accounting | $0 |
CGRPS3 years Service code 15 · EIN 82-4555287 | Recordkeeping | $0 |
EDWARD JONES3 years Service code 17 41 N UNION STREET · LAMBERTVILLE, NJ 08530 | Pension Consulting | $0 |
THE RETIREMENT GROUP LLC2 years Service code 10 15 BLOOMFIELD AVENUE · VERONA, NJ 07044 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,147 | $65,125-76.7% | $143,797-89.5% | $66,949-77.4% |
| Participation rate | 21.8% | 65.2%-43.4pp | 80.3%-58.5pp | 69.8%-48.0pp |
| Annual return | -20.45% | -11.13%-9.3pp | -0.04%-20.4pp | 1.57%-22.0pp |
| Employer contribution / active EE | $555 | $2,362-76.5% | $4,952-88.8% | $2,545-78.2% |
| Participant deferral / active EE | $1,352 | $2,920-53.7% | $5,638-76.0% | $4,239-68.1% |
| Admin fee / account holder | $47 | $503-90.6% | $14,679-99.7% | $594-92.1% |