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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2 years Filed as: IE SHAFFER & CO PROFIT SHARING Service code 99 830 BEAR TAVERN RD · WEST TRENTON, NJ 08628 | Other Fees | $2,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,098 | $146,267+76.5% | $197,124+30.9% | $82,448+213.0% |
| Participation rate | 94.3% | 84.0%+10.3pp | 86.7%+7.6pp | 68.1%+26.2pp |
| Annual return | 9.73% | 29.61%-19.9pp | 44.34%-34.6pp | 41.64%-31.9pp |
| Employer contribution / active EE | $2,351 | $4,723-50.2% | $6,227-62.3% | $2,551-7.8% |
| Participant deferral / active EE | $9,403 | $7,035+33.7% | $9,135+2.9% | $4,139+127.2% |
| Admin fee / account holder | $13,284 | $14,422-7.9% | $16,298-18.5% | $7,234+83.6% |