Filed April 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $52,064 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,778 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,660 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,359 | $56,503-39.2% | $69,884-50.8% | $64,819-47.0% |
| Participation rate | 90.6% | 70.5%+20.1pp | 70.5%+20.1pp | 71.5%+19.1pp |
| Annual return | -11.94% | -13.44%+1.5pp | 190.81%-202.8pp | 32.84%-44.8pp |
| Employer contribution / active EE | $1,254 | $2,046-38.7% | $2,560-51.0% | $2,507-50.0% |
| Participant deferral / active EE | $3,313 | $3,389-2.2% | $3,848-13.9% | $4,311-23.1% |
| Admin fee / account holder | $170 | $160+6.3% | $6,266-97.3% | $188-9.2% |