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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $81,792 |
Service code 10 100 B CENTRE BLVD. · MARLTON, NJ 08053 | Accounting | $13,000 |
IBEW-NECA SERVICE CENTER2+ years Filed as: IBEW LOCAL UNION 94 Service code 50 219 FRANKLIN ST. · HIGHTSTOWN, NJ 08520 | Direct Payment | $9,004 |
COHEN & STEERS2+ years Filed as: COHEN, LEDER, MONTALBANO & CONNAUGH Service code 29 1700 GALLOPING HILL ROAD · KENILWORTH, NJ 07033 | Legal | $4,195 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,792 | $144,604-96.7% | $88,497-94.6% | $63,975-92.5% |
| Participation rate | 91.1% | 91.8%-0.7pp | 82.4%+8.7pp | 71.1%+20.0pp |
| Annual return | 5.44% | 9.63%-4.2pp | 7.63%-2.2pp | 48.65%-43.2pp |
| Employer contribution / active EE | $712 | $4,008-82.2% | $4,036-82.4% | $2,182-67.4% |
| Participant deferral / active EE | $175 | $7,027-97.5% | $4,899-96.4% | $3,356-94.8% |
| Admin fee / account holder | $55 | $78-30.2% | $6,220-99.1% | $70-22.3% |