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| Provider | Service type | Compensation |
|---|---|---|
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $0 |
ORIENTAL BANK9 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,937 | $89,435-7.3% | $164,975-49.7% | $77,714+6.7% |
| Participation rate | 98.5% | 78.6%+19.9pp | 78.6%+19.9pp | 70.6%+28.0pp |
| Annual return | 16.21% | 28.82%-12.6pp | 70.12%-53.9pp | 31.26%-15.0pp |
| Employer contribution / active EE | $871 | $2,563-66.0% | $4,343-79.9% | $2,727-68.1% |
| Participant deferral / active EE | $2,945 | $4,901-39.9% | $6,033-51.2% | $4,649-36.7% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |