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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $36,147 |
Service code 13 · EIN 23-2773128 711 NORTH YORK ROAD SUITE 200 · WILLOW GROVE, PA 19090 | Contract Administrator | $21,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,327 | $78,636-25.8% | $105,607-44.8% | $74,459-21.7% |
| Participation rate | 65.9% | 72.8%-6.9pp | 75.3%-9.4pp | 67.2%-1.3pp |
| Annual return | 13.73% | 15.96%-2.2pp | 116.11%-102.4pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $5,198 | $2,523+106.0% | $3,167+64.1% | $2,626+98.0% |
| Participant deferral / active EE | $4,033 | $4,322-6.7% | $5,011-19.5% | $4,350-7.3% |
| Admin fee / account holder | $315 | $2,220-85.8% | $10,958-97.1% | $1,945-83.8% |