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| Provider | Service type | Compensation |
|---|---|---|
RETIREWELL ADMINISTRATORS2 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 81-3429076 1002 LINCOLN DR W, STE H · MARLTON, NJ 08053 | Recordkeeping | $1,805 |
Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $1,196 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 26 · EIN 13-2808480 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Advisory (Participants) | $0 |
Filed as: MESIROW FINANCIAL MANAGEMENT INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,747 | $59,191-49.7% | $76,767-61.2% | $56,289-47.2% |
| Participation rate | 97.3% | 75.2%+22.1pp | 77.0%+20.3pp | 69.9%+27.4pp |
| Annual return | -4.85% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,877 | $1,759+6.7% | $2,485-24.5% | $2,111-11.1% |
| Participant deferral / active EE | $3,776 | $3,255+16.0% | $3,852-2.0% | $3,350+12.7% |
| Admin fee / account holder | $13 | $489-97.3% | $6,675-99.8% | $521-97.5% |