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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $1,075 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $336 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,945 | $77,962-83.4% | $178,540-92.7% | $80,935-84.0% |
| Participation rate | 70.2% | 65.7%+4.5pp | 77.1%-6.9pp | 67.7%+2.6pp |
| Annual return | 9.65% | 18.10%-8.4pp | 27.15%-17.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $527 | $2,280-76.9% | $3,953-86.7% | $2,757-80.9% |
| Participant deferral / active EE | $3,204 | $4,404-27.3% | $6,281-49.0% | $4,299-25.5% |
| Admin fee / account holder | $23 | $7,156-99.7% | $10,424-99.8% | $6,924-99.7% |