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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $133,929 |
O'BRIEN BELLAND & BUSHINSKY4+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $55,315 |
MSPC4+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $40,687 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $16,875 |
Filed as: PRUDENTIAL INS. COMPANY Service code 15 · EIN 22-1211670 | Recordkeeping | $7,250 |
LINDABURY, MCCORMICK, ESTABROOK4+ years Service code 29 · EIN 22-1943351 | Legal | $7,000 |
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 | $0 | $66,051-100.0% | $92,916-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 4.62% | 20.69%-16.1pp | 109.45%-104.8pp | 32.58%-28.0pp |
| Employer contribution / active EE | $6,241 | $3,426+82.2% | $3,654+70.8% | $2,504+149.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,796-100.0% | $100-100.0% |