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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $121,699 |
MSPC2+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $45,059 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $19,981 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $15,000 |
LINDABURY, MCCORMICK, ESTABROOK2+ years Service code 29 · EIN 22-1943351 | Legal | $9,075 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,784 | $221,442-36.9% | $92,240+51.5% | $77,958+79.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 22.49% | 15.65%+6.8pp | 176.29%-153.8pp | 20.87%+1.6pp |
| Employer contribution / active EE | $5,862 | $3,226+81.7% | $3,680+59.3% | $2,310+153.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $170 | $210-19.1% | $5,194-96.7% | $97+74.3% |