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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 | $122,063+3.8% | $184,256-31.2% | $74,478+70.2% |
| Participation rate | 92.8% | 85.5%+7.3pp | 86.8%+5.9pp | 67.2%+25.5pp |
| Annual return | 10.30% | 19.92%-9.6pp | 28.85%-18.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,130 | $4,539-75.1% | $6,427-82.4% | $2,626-57.0% |
| Participant deferral / active EE | $4,520 | $7,144-36.7% | $9,133-50.5% | $4,350+3.9% |
| Admin fee / account holder | $40,127 | $1,253+3103.3% | $13,899+188.7% | $1,946+1962.2% |