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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2 years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $168,757 |
MSPC10+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $41,723 |
O'BRIEN BELLAND & BUSHINSKY2 years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $21,937 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,500 |
LINDABURY, MCCORMICK, ESTABROOK10+ years Service code 29 · EIN 22-1943351 | Legal | $6,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $5,836 |
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 | $192,824 | $86,882+121.9% | $150,734+27.9% | $69,255+178.4% |
| Participation rate | 99.9% | 84.3%+15.6pp | 78.4%+21.4pp | 69.0%+30.8pp |
| Annual return | 4.80% | 10.69%-5.9pp | 600.81%-596.0pp | 26.73%-21.9pp |
| Employer contribution / active EE | $13,761 | $5,194+164.9% | $4,918+179.8% | $2,645+420.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $217 | $630-65.6% | $14,905-98.5% | $733-70.4% |