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| Provider | Service type | Compensation |
|---|---|---|
BRAMSHILL INVESTMENTS1+ years Service code 28 441 HACKENSACK AVENUE · HACKENSACK, NJ 07601 | Investment Management | $34,633 |
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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | 1.97% | -0.81%+2.8pp | -2.90%+4.9pp | 2.81%-0.8pp |
| Employer contribution / active EE | $1,500 | $22,644-93.4% | $27,990-94.6% | $16,358-90.8% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |