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| Provider | Service type | Compensation |
|---|---|---|
DEBRA CAVEY2 years Filed as: DEBRA FRAZIER Service code 30 · EIN 13-3073165 | Employee (plan) | $83,689 |
GLEN CAMISA2 years Service code 30 · EIN 13-3073165 | Employee (plan) | $62,054 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 68 SOUTH SERVICE ROAD, SUITE 200 · MELVILLE, NY 11747 | Advisory (Plan) | $60,000 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $46,651 |
COLLERAN, O'HARA & MILLS LLP2 years Service code 29 · EIN 11-2940050 | Legal | $40,547 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $29,889 |
GREEN HASSON JANKS2 years Filed as: GREEN KEY RESOURCES Service code 49 475 PARK AVE S · NEW YORK, NY 10016 | Other Services | $22,588 |
JEFFERY S. DUBIN, P.C.2 years Filed as: JEFFREY S. DUBIN P.C. Service code 29 · EIN 45-4939702 | Legal | $11,387 |
FLEXIBLE BUSINESS SYSTEMS2 years Filed as: FLEXIBLE SYSTEMS Service code 15 · EIN 11-2772357 | Recordkeeping | $6,503 |
NU CENTURY PRODUCTS LLC2 years Service code 49 17 MILLSTONE CT · MORRISTOWN, NJ 07960 | Other Services | $5,850 |
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 | $132,774 | $89,274+48.7% | $149,721-11.3% | $77,958+70.3% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 9.47% | 20.36%-10.9pp | 1501.67%-1492.2pp | 20.87%-11.4pp |
| Employer contribution / active EE | $7,046 | $3,727+89.1% | $5,444+29.4% | $2,310+204.9% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $171 | $240-28.6% | $11,282-98.5% | $97+75.8% |