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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY FINANCIAL Service code 19 · EIN 22-1003680 31 WEST 52ND STREET · NEW YORK, NY 10019 | Securities Custodian | $107,043 |
Filed as: OPERATIVE PLASTERERS & CM LOCAL 29 Service code 13 · EIN 22-1507478 130 CENTRAL AVENUE · JERSEY CITY, NJ 07306 | Contract Administrator | $45,603 |
ORANSKY SCARAGGI & BORG P.C.2 years Filed as: ORANSKY SCARAGGI AND BORG Service code 29 · EIN 22-3522685 175 FAIRFIELD DRIVE · WEST CALDWELL, NJ 07006 | Legal | $7,400 |
PUZO AND MORTENSON LLC3+ years Service code 10 · EIN 80-0008506 505 BOULEVARD · KENILWORTH, NJ 07033 | Accounting | $7,200 |
Service code 10 · EIN 22-3166324 201 WEST PASSAIC AVE · ROCHELLE PARK, NJ 07662 | Accounting | $6,506 |
WASILEWSKI & KEATING PC3+ years Filed as: WASILEWSKI AND KEATING Service code 10 · EIN 22-2676761 117 SOUTH MAPLE AVE · BASKING RIDGE, NJ 07920 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 4.66% | 19.71%-15.1pp | 176.29%-171.6pp | 27571.02%-27566.4pp |
| Employer contribution / active EE | $5,324 | $2,633+102.2% | $3,680+44.7% | $2,032+162.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |