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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,336 |
PNR FINANCIAL SERVICES2+ years Service code 27 2114 HUNTER HILL CT · WALL, NJ 07719 | Advisory (Plan) | $15,736 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,232 | $155,795-84.4% | $136,294-82.2% | $69,631-65.2% |
| Participation rate | 16.2% | 75.2%-59.0pp | 81.9%-65.7pp | 70.7%-54.4pp |
| Annual return | 21.59% | 232464.33%-232442.7pp | 5155.94%-5134.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,532 | $5,394-71.6% | $6,247-75.5% | $3,224-52.5% |
| Admin fee / account holder | $111 | $128-13.4% | $9,243-98.8% | $110+0.6% |