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| Provider | Service type | Compensation |
|---|---|---|
PGB TRUST & INVESTMENTS3+ years Service code 28 · EIN 22-2491488 1 MAIN STREET · PEAPACK, NJ 07044 | Investment Management | $34,416 |
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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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | 7.15% | -114.99%+122.1pp | -102.04%+109.2pp | -82.67%+89.8pp |
| Employer contribution / active EE | $13,824 | $39,361-64.9% | $36,232-61.8% | $43,771-68.4% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |