| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO INST RETIREMENT & TRUST Service code 15 · EIN 94-1347393 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Recordkeeping | $282,212 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 8 CAMPUS DRIVE, 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Management | $145,264 |
Filed as: ZAZZALI, FAGELLA, & NOWAK Service code 29 · EIN 22-1973215 1 RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $132,272 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 06-0839113 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $101,055 |
BEDERSON LLP6+ years Service code 10 · EIN 22-2978848 100 PASSAIC AVENUE · FAIRFIELD, NJ 07052 | Accounting | $94,170 |
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 20.59% | 11.99%+8.6pp | 8.95%+11.6pp | 18.35%+2.2pp |
| Employer contribution / active EE | $6,441 | $18,406-65.0% | $46,559-86.2% | $14,669-56.1% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |