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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN NJ TEAMSTERS BENEFIT PLAN10+ years Service code 13 · EIN 22-6082349 | Contract Administrator | $97,142 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $29,603 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $25,172 |
COHEN & STEERS10+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $8,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,359 | $55,416-21.8% | $75,972-42.9% | $77,643-44.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 3.50% | 17.07%-13.6pp | 359.55%-356.0pp | 31.24%-27.7pp |
| Employer contribution / active EE | $4,396 | $1,788+145.9% | $2,685+63.7% | $2,726+61.3% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $327 | $414-21.0% | $6,467-94.9% | $430-24.0% |