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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $3,551 |
Filed as: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD. BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $2,162 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $330 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,479 | $100,262-97.5% | $81,370-97.0% | $145,897-98.3% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 3.76% | 34.52%-30.8pp | 24.85%-21.1pp | 552.29%-548.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $536 | $8,163-93.4% | $5,749-90.7% | $13,390-96.0% |