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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL FINANCIAL SERVICES3 years Service code 27 · EIN 04-3523567 499 WASHINGTON BLVD. · JERSEY CITY, NJ 07310 | Advisory (Plan) | $11,406 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -17.00% | -3.51%-13.5pp | -5.12%-11.9pp | -5.25%-11.8pp |
| Employer contribution / active EE | $12,698 | $11,313+12.2% | $31,020-59.1% | $15,161-16.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |