Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN CHASE Service code 17 · EIN 13-6038768 | Pension Consulting | $106,450 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $59,750 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $41,250 |
PEAPACK-GLADSTONE BANK1 year Service code 18 · EIN 22-2491488 | Custodial (other than securities) | $27,500 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $13,700 |
See 1 actuary disclosure with Solo.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -4.30% | -2.48%-1.8pp | -102.03%+97.7pp | 0.19%-4.5pp |
| Employer contribution / active EE | $0 | $7,648-100.0% | $36,229-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |