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| Provider | Service type | Compensation |
|---|---|---|
PGB TRUST & INVESTMENTS2+ years Service code 28 · EIN 22-2491488 1 MAIN STREET · PEAPACK, NJ 07044 | Investment Management | $31,699 |
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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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 10.34% | 9.90%+0.4pp | 10.16%+0.2pp | 10.21%+0.1pp |
| Employer contribution / active EE | $11,905 | $36,071-67.0% | $33,192-64.1% | $42,272-71.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |