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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, POBOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $245,680 |
MSPC3+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 070162461 | Accounting | $30,036 |
UBS FINANCIAL SERVICES INC3+ 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 | $5,032 |
LINDABURY, MCCORMICK, ESTABROOK3+ years Filed as: LINDABURY, MCCORMICK Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE PO BOX 2369 · WESTFIELD, NJ 070912369 | Legal | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 11.78% | 15.65%-3.9pp | 176.29%-164.5pp | 20.87%-9.1pp |
| Employer contribution / active EE | $13,049 | $3,226+304.5% | $3,680+254.6% | $2,310+464.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |