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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $3,800 |
Service code 15 1002 LINCOLN DRIVE W · MARLTON, NJ 08053 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $10,439 | $73,102-85.7% | $123,552-91.6% | $56,287-81.5% |
| Participation rate | 35.8% | 74.3%-38.5pp | 82.3%-46.5pp | 69.9%-34.1pp |
| Annual return | -21.34% | 3.01%-24.3pp | 119.20%-140.5pp | -9.96%-11.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,253 | $5,423-40.0% | $6,426-49.4% | $3,350-2.9% |
| Admin fee / account holder | $66 | $554-88.1% | $9,285-99.3% | $521-87.4% |