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| Provider | Service type | Compensation |
|---|---|---|
VIRGINIA & AMBINDER, LLP2+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $59,638 |
SUSANIN WIDMAN & BRENNAN PC2+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $32,405 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 SOMERSET HILLS CORPORATE CENTER · WARREN, NJ 07059 | Advisory (Plan) | $32,000 |
DERYDER PLANS2+ years Filed as: DERYDER PLANS INC. Service code 11 · EIN 22-3082451 46 MAIN ST · SPARTA, NJ 07871 | Actuarial | $29,000 |
RICHARD J. CUMMINGS CPA2+ years Filed as: RICHARD J. CUMMINGS, CPA Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $26,000 |
COMERICA BANK2+ 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.63% | 3.49%+2.1pp | 4.16%+1.5pp | 7.18%-1.6pp |
| Employer contribution / active EE | $15,074 | $11,083+36.0% | $29,966-49.7% | $13,095+15.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |