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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, POBOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $272,649 |
MSPC4+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 070162461 | Accounting | $32,098 |
UBS FINANCIAL SERVICES INC4+ 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 | $8,598 |
LINDABURY, MCCORMICK, ESTABROOK4+ years Filed as: LINDABURY, MCCORMICK Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE PO BOX 2369 · WESTFIELD, NJ 070912369 | Legal | $6,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | -1.42% | 3.84%-5.3pp | 850.99%-852.4pp | -0.04%-1.4pp |
| Employer contribution / active EE | $12,274 | $3,343+267.2% | $3,631+238.0% | $2,405+410.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |