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| Provider | Service type | Compensation |
|---|---|---|
JSC ADVISORS1+ years Service code 27 340 KNOLL TOP LANE · HADDONFIELD, NJ 08033 | Advisory (Plan) | $27,071 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,361 |
Filed as: ALLOY, SILVERSTEIN, SHAPIRO Service code 10 · EIN 22-1942902 | Accounting | $10,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,182 | $70,667-34.6% | $123,105-62.5% | $52,331-11.7% |
| Participation rate | 63.4% | 83.7%-20.4pp | 86.8%-23.4pp | 68.1%-4.7pp |
| Annual return | -2.99% | 6.23%-9.2pp | 13.22%-16.2pp | 4.54%-7.5pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,096 | $4,493-53.3% | $6,229-66.4% | $3,022-30.6% |
| Admin fee / account holder | $461 | $506-9.1% | $9,014-94.9% | $592-22.2% |