Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $62,621 |
RED BANK PENSION SERVICES, INC.2+ years Service code 11 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Actuarial | $9,911 |
LUTZ & CARR CPA'S, LLP1 year Filed as: LUTZ & CARR CPA'S, LLC Service code 10 · EIN 13-1655065 | Accounting | $9,533 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 11 | Actuarial | $8,347 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 1.18% | 4.65%-3.5pp | 4.07%-2.9pp | 11.88%-10.7pp |
| Employer contribution / active EE | $2,445 | $13,858-82.4% | $45,149-94.6% | $14,612-83.3% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |