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| Provider | Service type | Compensation |
|---|---|---|
DEBRA CAVEY1 year Filed as: DEBRA FRAZIER Service code 30 · EIN 13-3073165 | Employee (plan) | $82,171 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $70,677 |
GLEN CAMISA1 year Service code 30 · EIN 13-3073165 | Employee (plan) | $60,115 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $47,524 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 68 SOUTH SERVICE ROAD, SUITE 200 · MELVILLE, NY 11747 | Advisory (Plan) | $34,945 |
Service code 27 · EIN 20-1899564 | Advisory (Plan) | $26,667 |
Filed as: STEINBERG, STECKLER AND PICCIURRO Service code 10 · EIN 13-2665700 | Accounting | $24,452 |
Service code 29 · EIN 11-2940050 | Legal | $20,689 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 | Legal | $20,301 |
NU CENTURY PRODUCTS LLC1 year Service code 49 17 MILLSTONE CT · MORRISTOWN, NJ 07960 | Other Services | $14,734 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,203 | $80,354+52.1% | $133,975-8.8% | $63,975+91.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 4.17% | 13.11%-8.9pp | 29.29%-25.1pp | 48.65%-44.5pp |
| Employer contribution / active EE | $6,780 | $3,503+93.5% | $5,211+30.1% | $2,182+210.8% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $177 | $69+154.8% | $9,324-98.1% | $70+150.8% |