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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.6+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $126,058 |
MSPC6+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $44,938 |
O'BRIEN BELLAND & BUSHINSKY6+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $42,127 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $16,500 |
LINDABURY, MCCORMICK, ESTABROOK6+ years Service code 29 · EIN 22-1943351 | Legal | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,497 | $88,770+93.2% | $109,191+57.1% | $93,010+84.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 14.25% | 60.64%-46.4pp | 25.76%-11.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $6,252 | $3,780+65.4% | $3,723+67.9% | $2,705+131.1% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $183 | $172+6.3% | $6,756-97.3% | $152+20.7% |