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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 21 SOUTH STREET · MORRISTOWN, NJ 07960 | Advisory (Plan) | $1,697,636 |
STACEY BRAUN ASSOCIATES, INC.6+ years Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $462,148 |
Service code 49 · EIN 01-0589640 2025 STATE ROUTE 27-SUITE 340 · EDISON, NJ 08817 | Other Services | $157,560 |
UFCW LOCAL 16+ years Service code 49 · EIN 15-0559586 | Other Services | $147,871 |
Service code 18 · EIN 13-5674085 | Securities brokerage; Investment mana... | $138,382 |
MURPHY ANDERSON PLLC6+ years Service code 29 · EIN 26-3092374 | Legal | $137,305 |
JOANNE LANGONE6+ years Filed as: JOANNE PISCITELLI Service code 30 · EIN 22-6051600 | Employee (plan) | $70,084 |
ROSENBERG RICH BAKER BERMAN6+ years Service code 10 · EIN 22-3271252 | Accounting | $60,507 |
SAVASTA AND COMPANY, INC.6+ years Filed as: SAVASTA & CO Service code 11 · EIN 13-3879959 | Actuarial | $60,024 |
UMBERTO MARICONDA6+ years Service code 30 · EIN 22-6051600 | Employee (plan) | $56,717 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 12.27% | 5230.06%-5217.8pp | 9.65%+2.6pp | 5230.06%-5217.8pp |
| Employer contribution / active EE | $1,388 | $10,491-86.8% | $27,458-94.9% | $10,491-86.8% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |