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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $124,229 |
MSPC3+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $41,728 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $15,000 |
O'BRIEN BELLAND & BUSHINSKY3+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $14,943 |
LINDABURY, MCCORMICK, ESTABROOK3+ years Service code 29 · EIN 22-1943351 | Legal | $7,807 |
Filed as: PRUDENTIAL INS. COMPANY Service code 15 · EIN 22-1211670 | Recordkeeping | $7,381 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,248 | $60,396+138.8% | $83,831+72.1% | $75,289+91.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 5.62% | 3.84%+1.8pp | 850.99%-845.4pp | -0.04%+5.7pp |
| Employer contribution / active EE | $5,663 | $3,343+69.4% | $3,631+56.0% | $2,405+135.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $168 | $141+19.2% | $5,479-96.9% | $102+64.6% |