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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 | $88,183+118.7% | $107,187+79.9% | $71,012+171.5% |
| Participation rate | 99.9% | 67.5%+32.3pp | 75.0%+24.8pp | 58.6%+41.3pp |
| Annual return | 4.80% | 16.47%-11.7pp | 204.55%-199.7pp | 37.67%-32.9pp |
| Employer contribution / active EE | $13,761 | $3,914+251.6% | $3,782+263.8% | $2,348+486.1% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $217 | $1,430-84.8% | $9,162-97.6% | $1,167-81.4% |