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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-2180156 | Advisory (Plan) | $569,620 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 15 · EIN 22-1211670 | Recordkeeping | $450,244 |
I.E. SHAFFER & CO.7+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, POBOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $178,601 |
PRIAC1 year Service code 28 · EIN 22-1211670 | Investment Management | $66,724 |
MSPC7+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 070162461 | Accounting | $30,617 |
UBS FINANCIAL SERVICES INC7+ 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 | $16,584 |
LINDABURY, MCCORMICK, ESTABROOK7+ years Filed as: LINDABURY, MCCORMICK Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE PO BOX 2369 · WESTFIELD, NJ 070912369 | Legal | $8,121 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $166,317 | $88,770+87.4% | $109,191+52.3% | $93,010+78.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 10.95% | 60.64%-49.7pp | 25.76%-14.8pp | 158.70%-147.8pp |
| Employer contribution / active EE | $9,978 | $3,780+164.0% | $3,723+168.0% | $2,705+268.8% |
| Participant deferral / active EE | $22 | $3,630-99.4% | $4,653-99.5% | $4,561-99.5% |
| Admin fee / account holder | $188 | $172+9.2% | $6,756-97.2% | $152+24.0% |