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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION PLANNING2+ years Filed as: PREFERRED PENSION PLANNING CORP. Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Recordkeeping | $8,337 |
NATIONWIDE2+ years Filed as: NATONWIDE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,121 |
Service code 10 1806 HIGHWAY 35 · OAKHURST, NJ 07755 | Accounting | $8,000 |
ICC INSURANCE AGENCY2+ years Service code 22 6 KIMBALL LANE, SUITE 150 · LYNNFIELD, MA 01940 | Insurance Broker | $0 |
INVESTORS CAPITAL CORPORATION2+ years Filed as: INVESTORS CAPITAL CORP Service code 22 6 KIMBALL LANE · LYNNFIELD, MA 01940 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,763 | $43,423+44.5% | $78,676-20.2% | $55,167+13.8% |
| Participation rate | 15.1% | 68.0%-52.9pp | 73.6%-58.4pp | 69.0%-53.9pp |
| Annual return | 2.17% | 11.53%-9.4pp | 62.19%-60.0pp | 169.23%-167.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $567 | $2,509-77.4% | $3,517-83.9% | $3,054-81.4% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |