Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AVRAM Y. KATZ1+ years Filed as: AVRAM KATZ Service code 99 · EIN 14-9386945 7 BECKER FARM ROAD · ROSELAND, NJ 07068 | Other Fees | $47,850 |
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 99 · EIN 86-1109193 12 BROAD STREET · RED BANK, NJ 07701 | Other Fees | $46,595 |
EISNERAMPER LLP1+ years Filed as: EISNERAMPER Service code 99 | Other Fees | $6,562 |
CONSULTING ACTUARIES, INC.1+ years Filed as: CONSULTING ACTUARIES INC Service code 99 · EIN 22-1915571 10 KINGSBRIDGE ROAD · FAIRFIELD, NJ 07004 | Other Fees | $0 |
EISNERAMPER LLP1+ years Service code 99 · EIN 13-1639826 111 WOOD AVENUE SOUTH · ISELIN, NJ 08830 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $312,878 | $70,002+347.0% | $115,038+172.0% | $52,331+497.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 0.72% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $10,234 | $2,715+277.0% | $4,608+122.1% | $1,882+443.9% |
| Participant deferral / active EE | $8,229 | $4,920+67.3% | $6,026+36.5% | $3,022+172.3% |
| Admin fee / account holder | $8 | $566-98.6% | $8,175-99.9% | $592-98.7% |