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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GERSON & ASSOCIATES CPAS AND ADV, P Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $38,837 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 10 · EIN 26-4310632 | Accounting | $29,920 |
LINDABURY, MCCORMICK, ESTABROOK8+ years Filed as: LINDABURY MCCORMACK & ESTABROOK Service code 29 · EIN 22-1943351 53 CARDINAL DR · WESTFIELD, NJ 07091 | Legal | $20,367 |
ORANSKY SCARAGGI & BORG P.C.8+ years Filed as: ORANSKY, SCARAGGI, BORG & ABBAMONT Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $11,210 |
Filed as: ZAZZALI, FAGELLA, NOWAK, ET AL Service code 29 · EIN 22-1973215 ONE RIVERFRONT PLAZA SUITE 320 · NEWARK, NJ 07102 | Legal | $7,583 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 14 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Plan Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,196 | $93,010+52.9% | $96,520+47.3% | $74,440+91.0% |
| Participation rate | 75.1% | 71.6%+3.5pp | 74.3%+0.7pp | 70.7%+4.3pp |
| Annual return | 2.35% | 37.50%-35.1pp | 35.72%-33.4pp | 34.37%-32.0pp |
| Employer contribution / active EE | $7,125 | $3,427+107.9% | $3,739+90.6% | $2,638+170.1% |
| Participant deferral / active EE | $226 | $3,971-94.3% | $4,879-95.4% | $4,529-95.0% |
| Admin fee / account holder | $234 | $633-63.0% | $6,733-96.5% | $348-32.7% |