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| Provider | Service type | Compensation |
|---|---|---|
VIRGINIA & AMBINDER, LLP3+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $46,332 |
SUSANIN WIDMAN & BRENNAN PC3+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $44,939 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $36,667 |
DERYDER PLANS3+ years Filed as: DERYDER PLANS INC. Service code 11 · EIN 22-3082451 46 MAIN ST · SPARTA, NJ 07871 | Actuarial | $30,000 |
RICHARD J. CUMMINGS CPA3+ years Filed as: RICHARD J. CUMMINGS, CPA Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $26,000 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 MC 3464 · DETROIT, MI 48226 | Securities Custodian | $17,500 |
Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $16,080 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 SOMERSET HILLS CORPORATE CENTER · WARREN, NJ 07059 | Advisory (Plan) | $8,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.89% | 11.78%+3.1pp | 8.32%+6.6pp | 23.90%-9.0pp |
| Employer contribution / active EE | $15,645 | $11,309+38.3% | $30,793-49.2% | $16,539-5.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |