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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 99 · EIN 86-1109193 12 BROAD STREET · RED BANK, NJ 07701 | Other Fees | $55,329 |
AVRAM Y. KATZ3+ years Filed as: AVRAM KATZ Service code 99 · EIN 14-9386946 7 BECKER FARM ROAD · ROSELAND, NJ 07068 | Other Fees | $52,000 |
EISNERAMPER LLP3+ years Filed as: EISNERAMPER Service code 99 | Other Fees | $26,500 |
EISNERAMPER LLP3+ 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 | $373,955 | $80,753+363.1% | $136,298+174.4% | $62,293+500.3% |
| Participation rate | 94.8% | 73.5%+21.3pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 16.40% | 35.83%-19.4pp | 5156.27%-5139.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $11,509 | $2,884+299.1% | $4,696+145.1% | $2,042+463.5% |
| Participant deferral / active EE | $8,517 | $5,164+64.9% | $6,247+36.3% | $3,169+168.7% |
| Admin fee / account holder | $10 | $525-98.1% | $9,244-99.9% | $479-97.9% |