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| Provider | Service type | Compensation |
|---|---|---|
CFS INVESTMENT ADVISORY SERVICES1+ years Service code 20 97 LACKAWANNA AVENUE · TOTOWA, NJ 07512 | Trustee (individual) | $73,420 |
Filed as: PRIME PENSIONS, INC. Service code 15 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Recordkeeping | $25,345 |
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $922 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,915 | $51,769+33.1% | $57,356+20.2% | $52,331+31.7% |
| Participation rate | 78.5% | 75.2%+3.3pp | 75.1%+3.5pp | 68.1%+10.4pp |
| Annual return | -0.92% | 2.43%-3.3pp | 24.41%-25.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $4,764 | $2,335+104.0% | $2,689+77.2% | $1,882+153.2% |
| Participant deferral / active EE | $1,529 | $2,794-45.3% | $3,162-51.6% | $3,022-49.4% |
| Admin fee / account holder | $222 | $295-24.6% | $3,357-93.4% | $592-62.4% |