Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $0 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,215 | $62,177-64.3% | $81,370-72.7% | $74,478-70.2% |
| Participation rate | 88.1% | 64.1%+24.1pp | 69.5%+18.6pp | 67.2%+20.9pp |
| Annual return | 15.10% | 16.62%-1.5pp | 24.85%-9.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $253 | $1,881-86.5% | $2,464-89.7% | $2,626-90.3% |
| Participant deferral / active EE | $1,440 | $3,219-55.3% | $3,885-62.9% | $4,350-66.9% |
| Admin fee / account holder | $0 | $1,927-100.0% | $5,749-100.0% | $1,946-100.0% |