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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1 year Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $147,223 |
MSPC9+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $35,373 |
Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $27,694 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,500 |
LINDABURY, MCCORMICK, ESTABROOK9+ years Service code 29 · EIN 22-1943351 | Legal | $8,549 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 52 · EIN 22-1211670 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,061 | $83,023+127.7% | $102,437+84.6% | $77,762+143.1% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.5%+24.6pp | 70.6%+28.6pp |
| Annual return | 12.14% | 19.12%-7.0pp | 24.95%-12.8pp | 31.27%-19.1pp |
| Employer contribution / active EE | $12,566 | $3,552+253.7% | $3,871+224.7% | $2,728+360.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $194 | $639-69.6% | $8,388-97.7% | $433-55.2% |