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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $261,579 |
THE SEGAL COMPANY9+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $40,521 |
MSPC9+ years Service code 10 · EIN 22-2951202 | Accounting | $17,964 |
Service code 15 3000 S LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $17,700 |
DTM CONSULTING, LLC1 year Service code 15 60 CRAIG ROAD · MONTVALE, NJ 07645 | Recordkeeping | $6,285 |
NORMAN ALBERT PC2 years Service code 29 23 NORTH AVE EAST, SUITE 207 · CRANFORD, NJ 07016 | Legal | $6,008 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.07% | 11.08%+1.0pp | 8.10%+4.0pp | 8.76%+3.3pp |
| Employer contribution / active EE | $14,467 | $13,910+4.0% | $28,665-49.5% | $16,650-13.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |