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| Provider | Service type | Compensation |
|---|---|---|
PGB TRUST & INVESTMENTS4+ years Service code 28 · EIN 22-2491488 1 MAIN STREET · PEAPACK, NJ 07044 | Investment Management | $35,243 |
Filed as: RAYMOND JAMES Service code 25 · EIN 59-1517485 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Directed Trustee | $5,362 |
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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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | 5.51% | 21.43%-15.9pp | 20.73%-15.2pp | 12.16%-6.7pp |
| Employer contribution / active EE | $12,263 | $39,472-68.9% | $36,503-66.4% | $44,747-72.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |