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| Provider | Service type | Compensation |
|---|---|---|
PGB TRUST & INVESTMENTS1+ years Service code 28 · EIN 22-2491488 1 MAIN STREET · PEAPACK, NJ 07044 | Investment Management | $29,414 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 0.64% | 4.17%-3.5pp | 5.00%-4.4pp | 4.16%-3.5pp |
| Employer contribution / active EE | $13,158 | $39,228-66.5% | $35,918-63.4% | $42,918-69.3% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |