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| Provider | Service type | Compensation |
|---|---|---|
CFS INVESTMENT ADVISORY SERVICES3+ years Service code 26 97 LACKAWANNA AVENUE · TOTOWA, NJ 07512 | Advisory (Participants) | $45,537 |
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,513 |
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 | $86,605 | $57,976+49.4% | $63,018+37.4% | $62,293+39.0% |
| Participation rate | 76.9% | 75.9%+0.9pp | 74.8%+2.1pp | 69.5%+7.3pp |
| Annual return | 10.36% | 17.54%-7.2pp | 87.62%-77.3pp | 28.90%-18.5pp |
| Employer contribution / active EE | $3,330 | $2,415+37.9% | $2,761+20.6% | $2,042+63.0% |
| Participant deferral / active EE | $1,629 | $2,956-44.9% | $3,330-51.1% | $3,169-48.6% |
| Admin fee / account holder | $66 | $276-76.0% | $3,601-98.2% | $479-86.2% |