| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 15 · EIN 94-1347393 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Recordkeeping | $296,600 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 06-0839113 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $141,849 |
Filed as: ZAZZALI, FAGELLA, & NOWAK Service code 29 · EIN 22-1973215 1 RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $129,855 |
BEDERSON LLP2+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07052 | Accounting | $89,202 |
PFM ADVISORS2+ years Filed as: PFM ASSET MANAGEMENT, LLC Service code 28 · EIN 23-3087064 PO BOX 823431 · PHILADELPHIA, PA 191823431 | Investment Management | $77,000 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 8 CAMPUS DRIVE, 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Management | $46,567 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-0638770 500 STANTON CHRISTIANA ROAD · NEWARK, DE 19713 | Investment Management | $34,436 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE, NW · WASHINGTON, DC 20036 | Legal | $18,420 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,105-100.0% | $496,847-100.0% | $54,105-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 92.6%-92.6pp | 78.8%-78.8pp |
| Annual return | 15.23% | 4.97%+10.3pp | 20.30%-5.1pp | 4.97%+10.3pp |
| Employer contribution / active EE | $7,697 | $7,091+8.5% | $18,413-58.2% | $7,091+8.5% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $5,587-100.0% | $1,890-100.0% |
| Admin fee / account holder | $0 | $4,098-100.0% | $12,651-100.0% | $4,098-100.0% |