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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES5 years Service code 27 · EIN 04-3523567 499 WASHINGTON BLVD. · JERSEY CITY, NJ 07310 | Advisory (Plan) | $18,980 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 7.72% | 9.45%-1.7pp | 5.04%+2.7pp | 7.65%+0.1pp |
| Employer contribution / active EE | $116 | $14,895-99.2% | $26,454-99.6% | $20,582-99.4% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |