See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 456 ANNUITY FUND4 years Service code 27 · EIN 22-2180156 | Advisory (Plan) | $518,853 |
I.E. SHAFFER & CO.10+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $248,762 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $76,449 |
MSPC10+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $39,965 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $25,000 |
KROLL HEINEMAN PTASIEWICZ & PARSONS10+ years Filed as: KROLL HEINEMAN Service code 29 · EIN 76-0760981 | Legal | $17,094 |
Service code 49 1295 LIVINGSTON AVENUE · NORTH BRUNSWICK, NJ 08902 | Other Services | $16,469 |
Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE, PO BOX 2369 · WESTFIELD, NJ 070912369 | Legal | $11,367 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SV Service code 28 · EIN 37-1610226 | Investment Management | $4,622 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 28 · EIN 95-1411037 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,111 | $241,101-24.5% | $103,333+76.2% | $199,593-8.8% |
| Participation rate | 84.9% | 78.3%+6.6pp | 74.5%+10.4pp | 72.0%+13.0pp |
| Annual return | 11.07% | 17.80%-6.7pp | 24.88%-13.8pp | 34.25%-23.2pp |
| Employer contribution / active EE | $10,449 | $4,244+146.2% | $3,868+170.2% | $3,034+244.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $242 | $288-15.9% | $8,355-97.1% | $269-10.0% |