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| Provider | Service type | Compensation |
|---|---|---|
VIRGINIA & AMBINDER, LLP1+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $106,590 |
SUSANIN WIDMAN & BRENNAN PC1+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $33,570 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 SOMERSET HILLS CORPORATE CENTER · WARREN, NJ 07059 | Advisory (Plan) | $32,000 |
DERYDER PLANS1+ years Filed as: DERYDER PLANS INC. Service code 11 · EIN 22-3082451 46 MAIN ST · SPARTA, NJ 07871 | Actuarial | $31,500 |
RICHARD J. CUMMINGS CPA1+ years Filed as: RICHARD J. CUMMINGS, CPA Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $26,000 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 MC 3464 · DETROIT, MI 48226 | Securities Custodian | $17,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.65% | 0.68%-1.3pp | -1.61%+1.0pp | -0.60%-0.1pp |
| Employer contribution / active EE | $15,154 | $10,568+43.4% | $30,840-50.9% | $12,272+23.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |