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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $153,306 |
MSPC8+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $39,850 |
O'BRIEN BELLAND & BUSHINSKY8+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $32,381 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,500 |
LINDABURY, MCCORMICK, ESTABROOK8+ years Service code 29 · EIN 22-1943351 | Legal | $8,285 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $5,667 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 52 · EIN 22-1211670 | Indirect Investment Fees | $0 |
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 | $171,285 | $93,010+84.2% | $96,543+77.4% | $74,478+130.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | -0.38% | 37.50%-37.9pp | 35.75%-36.1pp | 34.37%-34.8pp |
| Employer contribution / active EE | $12,938 | $3,427+277.5% | $3,741+245.9% | $2,637+390.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $206 | $633-67.4% | $6,737-96.9% | $347-40.5% |