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| Provider | Service type | Compensation |
|---|---|---|
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTION LLC Service code 15 494 SYCAMORE AVENUE SUITE 100 · SHREWSBURY, NJ 07702 | Recordkeeping | $71,107 |
ORIENTAL BANK5 years Service code 15 PO BOX 191429 · SAN JUAN, PR 00674 | Recordkeeping | $14,918 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,079 | $122,128-93.4% | $147,117-94.5% | $200,096-96.0% |
| Participation rate | 71.3% | 78.2%-6.8pp | 82.2%-10.8pp | 72.0%-0.7pp |
| Annual return | 11.10% | 30.58%-19.5pp | 420.54%-409.4pp | 34.26%-23.2pp |
| Employer contribution / active EE | $128 | $4,093-96.9% | $4,932-97.4% | $3,038-95.8% |
| Participant deferral / active EE | $677 | $8,484-92.0% | $8,065-91.6% | $5,090-86.7% |
| Admin fee / account holder | $47 | $180-73.6% | $12,993-99.6% | $269-82.4% |