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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Bank Trustee | $95,466 |
NANCY KNOPS2+ years Service code 99 · EIN 22-6172741 385 PARSIPPANY AVENUE · PARSIPPANY, NJ 07054 | Other Fees | $84,122 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 21 · EIN 13-3257590 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Bank Trustee | $55,455 |
MSPC2+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $50,475 |
Filed as: MUTUAL OF AMERICA, INVESTMENT MGR Service code 21 · EIN 13-3701801 12 E 49TH STREET · NEW YORK, NY 10017 | Bank Trustee | $40,617 |
AB FUNDS2+ years Filed as: INTECH INSTITUTIONAL LARGE CAP FUND Service code 21 · EIN 56-6593356 1 FREEDOM VALLEY DRIVE · OAK, PA 19456 | Bank Trustee | $37,434 |
I.E. SHAFFER & CO.2+ years Filed as: I E SHAFFER & CO Service code 17 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Pension Consulting | $35,751 |
Filed as: PRUDENTIAL Service code 21 · EIN 22-1211670 8 CAMPUS DRIVE, 4TH FLOOR · PARSIPPANY, NJ 07054 | Bank Trustee | $25,605 |
MEPT1 year Filed as: MEPT - NEW TOWER Service code 21 7315 WISCONSIN AVENUE, SUITE 350W · BETHESDA, MD 20814 | Bank Trustee | $18,913 |
DERYDER PLANS2+ years Service code 11 · EIN 22-3082451 46 MAIN STREET · SPARTA, NJ 07871 | Actuarial | $14,500 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 13.70% | 10.88%+2.8pp | 9.39%+4.3pp | 13.95%-0.2pp |
| Employer contribution / active EE | $14,195 | $18,458-23.1% | $33,466-57.6% | $16,598-14.5% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |