Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
LUTZ & CARR CPA'S, LLP1 year Service code 10 · EIN 13-1655065 | Accounting | $12,500 |
RED BANK PENSION SERVICES, INC.4+ years Service code 11 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Actuarial | $9,700 |
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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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | -9.41% | -1.76%-7.7pp | -3.19%-6.2pp | -0.69%-8.7pp |
| Employer contribution / active EE | $3,709 | $13,257-72.0% | $48,658-92.4% | $16,786-77.9% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |