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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $9,001 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $9,936 | $41,281-75.9% | $109,313-90.9% | $57,658-82.8% |
| Participation rate | 56.4% | 59.3%-2.9pp | 71.3%-14.8pp | 70.2%-13.8pp |
| Annual return | 6.51% | 8.97%-2.5pp | 22.07%-15.6pp | 5.13%+1.4pp |
| Employer contribution / active EE | $463 | $1,201-61.5% | $3,892-88.1% | $1,974-76.6% |
| Participant deferral / active EE | $676 | $2,223-69.6% | $3,166-78.6% | $3,061-77.9% |
| Admin fee / account holder | $93 | $75+23.5% | $5,666-98.4% | $95-1.7% |