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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 86-1109193 | Other Fees | $72,769 |
AVRAM Y. KATZ3 years Service code 99 · EIN 14-9386946 7 BECKER FARM ROAD · ROSELAND, NJ 07068 | Other Fees | $52,000 |
Filed as: CONSULTING ACTUARIES INCORPORATED Service code 99 · EIN 22-1915571 330 PASSAIC AVENUE · FAIRFIELD, NJ 07704 | Other Fees | $6,146 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $427,803 | $99,957+328.0% | $149,745+185.7% | $73,497+482.1% |
| Participation rate | 92.9% | 75.7%+17.2pp | 82.5%+10.5pp | 70.7%+22.3pp |
| Annual return | 19.57% | 53.87%-34.3pp | 276.72%-257.2pp | 28.51%-8.9pp |
| Employer contribution / active EE | $12,918 | $3,191+304.8% | $4,646+178.1% | $2,270+469.1% |
| Participant deferral / active EE | $8,471 | $6,073+39.5% | $6,843+23.8% | $3,740+126.5% |
| Admin fee / account holder | $643 | $551+16.7% | $9,312-93.1% | $513+25.2% |