Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $140,897 |
MSPC5+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $39,718 |
O'BRIEN BELLAND & BUSHINSKY5+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $25,505 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $16,500 |
Filed as: PRUDENTIAL INS. COMPANY Service code 15 · EIN 22-1211670 | Recordkeeping | $6,850 |
LINDABURY, MCCORMICK, ESTABROOK5+ years Service code 29 · EIN 22-1943351 | Legal | $5,750 |
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 | $152,423 | $81,719+86.5% | $101,275+50.5% | $90,274+68.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 1.01% | 337.64%-336.6pp | 46.46%-45.5pp | 53.97%-53.0pp |
| Employer contribution / active EE | $6,488 | $3,622+79.1% | $3,660+77.3% | $2,523+157.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $184 | $162+13.4% | $5,948-96.9% | $114+60.9% |