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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 99 · EIN 86-1109193 12 BROAD STREET · RED BANK, NJ 07701 | Other Fees | $55,732 |
AVRAM Y. KATZ2+ years Filed as: AVRAM KATZ Service code 99 · EIN 14-9386946 7 BECKER FARM ROAD · ROSELAND, NJ 07068 | Other Fees | $47,850 |
EISNERAMPER LLP2+ years Filed as: EISNERAMPER Service code 99 | Other Fees | $19,958 |
Filed as: CONSULTING ACTUARIES INC. Service code 99 | Other Fees | $9,996 |
CONSULTING ACTUARIES, INC.2+ years Filed as: CONSULTING ACTUARIES INC Service code 99 · EIN 22-1915571 330 PASSAIC AVE · FAIRFIELD, NJ 07004 | Other Fees | $0 |
EISNERAMPER LLP2+ 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 | $336,090 | $75,183+347.0% | $123,894+171.3% | $55,167+509.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.92% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $12,303 | $2,823+335.7% | $4,617+166.5% | $1,963+526.9% |
| Participant deferral / active EE | $8,219 | $5,084+61.6% | $5,984+37.3% | $3,054+169.1% |
| Admin fee / account holder | $7 | $663-98.9% | $8,357-99.9% | $504-98.5% |