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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC6+ years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 23-3478819 | Contract Administrator | $243,212 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $113,805 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 27 · EIN 80-0618452 | Advisory (Plan) | $84,062 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL Service code 27 · EIN 56-1557450 | Advisory (Plan) | $49,470 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 27 · EIN 36-4776242 | Advisory (Plan) | $43,943 |
JOHNSTON ASSET MANAGEMENT5 years Service code 27 · EIN 13-3257590 | Advisory (Plan) | $34,961 |
PNC BANK, N.A.6+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $32,411 |
BARATZ & ASSOCIATES, P.A.6+ years Service code 10 · EIN 22-2212404 | Accounting | $30,000 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 · EIN 23-2182079 | Other Services | $27,805 |
J.A. MARIANO AGENCY3 years Filed as: J A MARIANO AGENCY Service code 22 PO BOX 390 · ROSENHAYN, NJ 08352 | Insurance Broker | $23,467 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 19.90% | 11.76%+8.1pp | 10.41%+9.5pp | 15.63%+4.3pp |
| Employer contribution / active EE | $3,172 | $3,456-8.2% | $31,248-89.8% | $11,476-72.4% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |