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, LLP2 years Service code 10 · EIN 13-1655065 | Accounting | $12,500 |
RED BANK PENSION SERVICES, INC.5+ years Service code 11 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Actuarial | $11,825 |
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Employer contribution per participant 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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 15.79% | 13.75%+2.0pp | 8.22%+7.6pp | 53.27%-37.5pp |
| Employer contribution / active EE | $2,603 | $13,858-81.2% | $46,636-94.4% | $14,774-82.4% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |