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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 22-2714749 48 STILES LA · PINE BROOK, NJ 07058 | Direct payment from the plan; Claims ... | $512,909 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 250 VESEY ST · NEW YORK, NY 10281 | Securities Custodian | $491,306 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $89,273 |
MURPHY ANDERSON PLLC1+ years Service code 29 · EIN 26-3092374 1701 K ST NW STE 210 · WASHINTON, DC 20006 | Legal | $59,341 |
RICHARD GABRIEL ASSOCIATES1+ years Service code 11 · EIN 23-2817579 601 DRESHER RD · HORSHAM, PA 19044 | Actuarial | $33,450 |
BARATZ & ASSOCIATES, P.A.1+ years Service code 10 · EIN 22-2212404 7 EVES DR · MARLTON, NJ 08053 | Accounting | $24,600 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Bank Trustee | $22,381 |
WILENTZ, GOLDMAN, & SPITZER, PA1+ years Service code 29 90 WOODBRIDGE CENTER DR · WOODBRIDGE, NJ 07095 | Legal | $9,374 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -5.74% | 1.67%-7.4pp | -0.79%-5.0pp | 1.67%-7.4pp |
| Employer contribution / active EE | $2,058 | $10,506-80.4% | $28,419-92.8% | $10,506-80.4% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |