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| Provider | Service type | Compensation |
|---|---|---|
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $0 |
ORIENTAL BANK8 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 | $71,415 | $91,372-21.8% | $130,045-45.1% | $74,460-4.1% |
| Participation rate | 98.9% | 77.8%+21.1pp | 78.5%+20.4pp | 70.7%+28.1pp |
| Annual return | 18.09% | 23.21%-5.1pp | -137.30%+155.4pp | 34.38%-16.3pp |
| Employer contribution / active EE | $827 | $2,563-67.7% | $4,321-80.9% | $2,638-68.6% |
| Participant deferral / active EE | $2,844 | $4,721-39.8% | $5,820-51.1% | $4,530-37.2% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $348-100.0% |