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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $4,163 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: REGENCY RETIREMENT PLAN CONSULTANTS Service code 99 120 EAST MAIN STREET · RAMSEY, NJ 07446 | Other Fees | $1,053 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $969 |
TRICORE, INC.1+ years Service code 99 117 NORTH GOLD ROAD #1 · ROBBINSVILLE, NJ 08691 | Other Fees | $526 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INC. MORNINGSTAR ASSOCI Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $109 |
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).
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 | $3,718 | $45,283-91.8% | $155,789-97.6% | $52,331-92.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 76.1%+23.9pp | 68.1%+31.9pp |
| Annual return | 0.00% | 1.80%-1.8pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,064 | $1,329-19.9% | $3,839-72.3% | $1,882-43.4% |
| Participant deferral / active EE | $1,519 | $2,854-46.8% | $4,798-68.3% | $3,022-49.7% |
| Admin fee / account holder | $0 | $981-100.0% | $7,477-100.0% | $592-100.0% |