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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 114 BROAD STREET · FLEMINGTON, NJ 08822 | Accounting | $13,040 |
MMA SECURITIES LLC1+ years Service code 55 PARK 80 WEST PLAZA TWO · SADDLE BROOK, NJ 07663 | Other Commissions | $11,890 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,344 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,636 | $43,550-20.5% | $63,517-45.5% | $52,331-33.8% |
| Participation rate | 69.5% | 65.7%+3.8pp | 71.0%-1.5pp | 68.1%+1.4pp |
| Annual return | -0.00% | 2.03%-2.0pp | -70.30%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,078 | $1,351-20.2% | $2,322-53.6% | $1,882-42.7% |
| Participant deferral / active EE | $1,910 | $2,254-15.2% | $2,953-35.3% | $3,022-36.8% |
| Admin fee / account holder | $127 | $387-67.2% | $5,892-97.8% | $592-78.5% |