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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 22-2755716 1161 BROAD STREET, SUITE 314 · SHREWSBURY, NJ 07702 | Other Services | $5,140 |
HOLMAN FRENIA ALLISON PC10+ years Service code 10 · EIN 22-3480145 10 ALLEN STREET · TOMS RIVER, NJ 08753 | Accounting | $0 |
NATIONWIDE10+ 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,951 | $54,705+22.4% | $71,209-6.0% | $84,808-21.1% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 10.67% | 35.90%-25.2pp | 282.51%-271.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $4,963 | $2,158+130.0% | $2,721+82.4% | $2,631+88.6% |
| Participant deferral / active EE | $1,664 | $3,030-45.1% | $4,175-60.1% | $4,212-60.5% |
| Admin fee / account holder | $489 | $4,863-89.9% | $5,349-90.9% | $7,344-93.3% |