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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,668 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,381 |
PNR FINANCIAL SERVICES1+ years Service code 27 2114 HUNTER HILL CT · WALL, NJ 07719 | Advisory (Plan) | $5,393 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,909 | $80,177-67.7% | $123,892-79.1% | $57,658-55.1% |
| Participation rate | 16.1% | 74.4%-58.4pp | 81.4%-65.3pp | 70.2%-54.2pp |
| Annual return | 16.13% | 17.90%-1.8pp | 47.52%-31.4pp | 5.13%+11.0pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,292 | $5,130-74.8% | $5,984-78.4% | $3,061-57.8% |
| Admin fee / account holder | $91 | $106-14.1% | $8,357-98.9% | $95-3.4% |