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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL GROUP Service code 27 502 VALLEY ROD SUITE 102 · WAYNE, NJ 07470 | Advisory (Plan) | $22,859 |
THE NAPOLITANO GROUP8+ years Service code 27 · EIN 27-0058684 MACK CENTER IV, S 61 PARAMUS RD · PARAMUS, NJ 07652 | Advisory (Plan) | $15,162 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,191 | $65,437-58.4% | $86,698-68.6% | $66,949-59.4% |
| Participation rate | 85.9% | 75.5%+10.5pp | 76.6%+9.4pp | 69.8%+16.1pp |
| Annual return | -12.25% | -10.91%-1.3pp | 35.96%-48.2pp | 1.57%-13.8pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $180 | $642-71.9% | $7,492-97.6% | $594-69.6% |