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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Filed as: IE SHAFFER & CO PROFIT SHARING Service code 99 830 BEAR TAVERN RD · WEST TRENTON, NJ 08628 | Other Fees | $1,831 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,760 | $122,042+3.9% | $184,243-31.2% | $74,429+70.3% |
| Participation rate | 92.8% | 85.5%+7.3pp | 86.8%+5.9pp | 67.2%+25.5pp |
| Annual return | 10.30% | 19.91%-9.6pp | 28.82%-18.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $1,130 | $4,538-75.1% | $6,427-82.4% | $2,625-56.9% |
| Participant deferral / active EE | $4,520 | $7,143-36.7% | $9,132-50.5% | $4,348+4.0% |
| Admin fee / account holder | $40,127 | $1,252+3104.7% | $13,914+188.4% | $1,944+1963.8% |