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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-2755716 1161 BROAD STREET, SUITE 314 · SHREWSBURY, NJ 07702 | Other Services | $5,320 |
HOLMAN FRENIA ALLISON PC9+ years Service code 10 · EIN 22-3480145 10 ALLEN STREET · TOMS RIVER, NJ 08753 | Accounting | $0 |
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: PETER A. NUSSBAUM Service code 99 32 MIDDLEBROOK DRIVE · OCEAN, NJ 07712 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,466 | $60,393-1.5% | $81,820-27.3% | $74,429-20.1% |
| Participation rate | 92.0% | 62.9%+29.1pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 13.24% | 16.89%-3.7pp | 777.93%-764.7pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $5,751 | $2,626+119.0% | $2,915+97.3% | $2,625+119.1% |
| Participant deferral / active EE | $1,322 | $3,397-61.1% | $4,323-69.4% | $4,348-69.6% |
| Admin fee / account holder | $110 | $1,491-92.6% | $7,391-98.5% | $1,944-94.3% |