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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLANNED RETIREMENT CONSULTANTS LLC. Service code 13 555 GOFFLE ROAD · RIDGEWOOD, NJ 07451 | Contract Administrator | $12,650 |
Filed as: KESTRA ADVISORY SERVICES, LLC. Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $7,792 |
Filed as: KESTRA INVESTMENT SERVICES, LLC. Service code 27 257 E. RIDGEWOOD AVENUE · RIDGEWOOD, NJ 07450 | Advisory (Plan) | $3,629 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 50 MAIN STREET · WHITE PLAINS, NY 10606 | Recordkeeping Fees | $1,570 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $41,201 | $50,898-19.1% | $171,082-75.9% | $55,167-25.3% |
| Participation rate | 73.4% | 63.3%+10.2pp | 76.7%-3.3pp | 69.0%+4.4pp |
| Annual return | 8.22% | 15.34%-7.1pp | 32.56%-24.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,854 | $2,994+28.7% | $4,797-19.7% | $3,054+26.2% |
| Admin fee / account holder | $29 | $500-94.1% | $8,520-99.7% | $504-94.2% |