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 |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 28 · EIN 04-2452803 | Investment Management | $300,809 |
ANGELICA ANGELO7 years Service code 30 · EIN 22-2318984 104 BALTUSROL ROAD · SUMMIT, NJ 07901 | Employee (plan) | $100,500 |
MARK NARDELLA4 years Filed as: MARK CARUSO Service code 30 · EIN 22-2318984 132 CEDAR ST · EAST HANOVER, NJ 07936 | Employee (plan) | $100,500 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ Service code 11 · EIN 23-1700844 1845 WALNUT ST 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $69,363 |
DENOIA LAW FIRM3 years Service code 29 · EIN 85-3493615 36 DEPOT STREET · VERONA, NJ 07044 | Legal | $28,825 |
VICTOR GOLDBLAT AND COMPANY LLC10+ years Service code 10 · EIN 22-2201241 477 CHESTNUT ST · UNION, NJ 07083 | Accounting | $24,920 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.53% | 8.76%+1.8pp | 6.77%+3.8pp | 8.76%+1.8pp |
| Employer contribution / active EE | $11,646 | $16,650-30.1% | $20,121-42.1% | $16,650-30.1% |
| Participant deferral / active EE | $0 | $948-100.0% | $0 | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |