| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 15 · EIN 94-1347393 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Recordkeeping | $288,894 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 06-0839113 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $84,380 |
BEDERSON LLP3+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07052 | Accounting | $70,050 |
PFM ADVISORS3+ years Filed as: PFM ASSET MANAGEMENT, LLC Service code 28 · EIN 23-3087064 PO BOX 823431 · PHILADELPHIA, PA 191823431 | Investment Management | $57,750 |
Filed as: ZAZZALI, FAGELLA, & NOWAK Service code 29 · EIN 22-1973215 1 RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $55,760 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 8 CAMPUS DRIVE, 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Management | $46,629 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-0638770 500 STANTON CHRISTIANA ROAD · NEWARK, DE 19713 | Investment Management | $35,244 |
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 14.15% | -1.56%+15.7pp | -2.18%+16.3pp | 10.56%+3.6pp |
| Employer contribution / active EE | $6,644 | $15,244-56.4% | $38,751-82.9% | $13,643-51.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |