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| Provider | Service type | Compensation |
|---|---|---|
GRAMKOW, CARNEVALE, SEIFERT & CO2+ years Filed as: GRAMKOW, CARNEVALE, SEIFERT & CO. Service code 99 · EIN 41-2257491 TWO FOREST AVENUE · ORADELL, NJ 07649 | Other Fees | $7,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,635 | $46,732+87.5% | $156,551-44.0% | $55,167+58.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 9.90% | 17.72%-7.8pp | 32.23%-22.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $7,636 | $2,105+262.7% | $5,501+38.8% | $1,963+289.1% |
| Participant deferral / active EE | $4,208 | $2,204+90.9% | $4,871-13.6% | $3,054+37.8% |
| Admin fee / account holder | $406 | $418-3.1% | $13,028-96.9% | $504-19.5% |