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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $928 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,560 | $59,140-83.8% | $160,037-94.0% | $66,949-85.7% |
| Participation rate | 54.5% | 68.1%-13.6pp | 78.0%-23.4pp | 69.8%-15.3pp |
| Annual return | -17.59% | -12.25%-5.3pp | 408.95%-426.5pp | 1.57%-19.2pp |
| Employer contribution / active EE | $469 | $1,982-76.4% | $4,226-88.9% | $2,545-81.6% |
| Participant deferral / active EE | $2,750 | $4,399-37.5% | $6,184-55.5% | $4,239-35.1% |
| Admin fee / account holder | $51 | $591-91.3% | $8,716-99.4% | $594-91.4% |