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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, POBOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $241,456 |
MSPC2+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 070162461 | Accounting | $31,139 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $25,000 |
Filed as: KROLL HEINEMAN Service code 29 · EIN 76-0760981 | Legal | $13,125 |
LINDABURY, MCCORMICK, ESTABROOK2+ years Filed as: LINDABURY, MCCORMICK Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE PO BOX 2369 · WESTFIELD, NJ 070912369 | Legal | $9,462 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 5.47% | 611.38%-605.9pp | 22.78%-17.3pp | 48.65%-43.2pp |
| Employer contribution / active EE | $11,137 | $2,943+278.4% | $3,574+211.6% | $2,182+410.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |