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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.6+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, POBOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $231,383 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 15 · EIN 22-1211670 | Recordkeeping | $115,056 |
MSPC6+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 070162461 | Accounting | $32,393 |
LINDABURY, MCCORMICK, ESTABROOK6+ years Filed as: LINDABURY, MCCORMICK Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE PO BOX 2369 · WESTFIELD, NJ 070912369 | Legal | $27,254 |
UBS FINANCIAL SERVICES INC6+ 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 | $18,409 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,612 | $81,719+89.2% | $101,275+52.7% | $90,274+71.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.28% | 337.64%-328.4pp | 46.46%-37.2pp | 53.97%-44.7pp |
| Employer contribution / active EE | $8,402 | $3,622+131.9% | $3,660+129.5% | $2,523+232.9% |
| Participant deferral / active EE | $683 | $3,310-79.4% | $4,370-84.4% | $4,231-83.9% |
| Admin fee / account holder | $253 | $162+56.2% | $5,948-95.7% | $114+121.7% |