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| Provider | Service type | Compensation |
|---|---|---|
NJBLS WELFARE FUND1 year Service code 49 · EIN 22-1764453 | Other Services | $108,000 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-2433239 | Consulting | $59,375 |
Service code 11 · EIN 31-1582098 | Actuarial | $53,350 |
COHEN & STEERS10+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $38,564 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 333 SOUTH SEVENTH STREET SUITE 2400 · MINNEAPOLIS, MN 55402 | Other Services | $30,767 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $18,750 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $9,978 |
WEDGE CAPITAL MANAGEMENT9 years Service code 28 · EIN 56-1557450 | Investment Management | $5,505 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-0449260 | Securities Custodian | $5,290 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $290,873-100.0% | $290,873-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.7%-43.7pp |
| Annual return | 27.38% | 6.78%+20.6pp | 7.19%+20.2pp | 13.05%+14.3pp |
| Employer contribution / active EE | $0 | $39,638-100.0% | $35,958-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,365-100.0% |