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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNIK LLP1+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $24,145 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,675 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $210,986 | $71,802+193.8% | $133,975+57.5% | $57,661+265.9% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.1%+11.0pp | 70.2%+27.9pp |
| Annual return | 9.01% | 13.51%-4.5pp | 29.29%-20.3pp | 5.13%+3.9pp |
| Employer contribution / active EE | $10,595 | $3,161+235.1% | $5,211+103.3% | $1,974+436.8% |
| Participant deferral / active EE | $11,606 | $4,606+152.0% | $6,282+84.8% | $3,061+279.2% |
| Admin fee / account holder | $23 | $88-73.5% | $9,324-99.8% | $95-75.5% |