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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $9,587 |
Filed as: GALLAGHER Service code 27 125 VILLAGE BOULEVARD · PRINCETON, NJ 08540 | Advisory (Plan) | $7,553 |
CARDINAL PENSION GROUP, INC.5 years Filed as: CARDINAL PENSION GROUP INC Service code 17 | Pension Consulting | $6,300 |
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $1,935 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,585 |
ALGER3 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 | Indirect Investment Fees | $0 |
CARDINAL PENSION GROUP, INC.6+ years Filed as: CARDINAL PENSION GROUP INC. Service code 17 · EIN 26-3253999 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,976 | $56,511-2.7% | $185,837-70.4% | $86,813-36.7% |
| Participation rate | 43.1% | 65.5%-22.4pp | 81.7%-38.6pp | 72.3%-29.2pp |
| Annual return | 28.89% | 118.12%-89.2pp | 122.08%-93.2pp | 97.93%-69.0pp |
| Employer contribution / active EE | $929 | $1,844-49.6% | $5,168-82.0% | $2,406-61.4% |
| Participant deferral / active EE | $2,357 | $2,554-7.7% | $5,568-57.7% | $4,131-42.9% |
| Admin fee / account holder | $47 | $150-68.4% | $16,241-99.7% | $170-72.1% |