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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $4,617 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: REGENCY RETIREMENT PLAN CONSULTANTS Service code 99 120 EAST MAIN STREET · RAMSEY, NJ 07446 | Other Fees | $2,205 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,119 |
TRICORE, INC.2+ years Service code 99 117 NORTH GOLD ROAD #1 · ROBBINSVILLE, NJ 08691 | Other Fees | $1,102 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INC. MORNINGSTAR ASSOCI Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $219 |
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 | $4,904 | $42,582-88.5% | $171,082-97.1% | $57,658-91.5% |
| Participation rate | 87.2% | 63.9%+23.3pp | 76.7%+10.5pp | 70.2%+17.0pp |
| Annual return | 11.93% | 308.67%-296.7pp | 32.56%-20.6pp | 5.13%+6.8pp |
| Employer contribution / active EE | $951 | $1,306-27.2% | $4,002-76.2% | $1,974-51.8% |
| Participant deferral / active EE | $1,254 | $2,933-57.3% | $4,797-73.9% | $3,061-59.0% |
| Admin fee / account holder | $1 | $82-98.9% | $8,520-100.0% | $95-99.0% |