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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 456 ANNUITY FUND3 years Service code 27 · EIN 22-2180156 | Advisory (Plan) | $562,629 |
I.E. SHAFFER & CO.9+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $259,908 |
PRIAC3 years Service code 15 · EIN 22-1211670 | Recordkeeping | $75,999 |
MSPC9+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $38,266 |
UBS FINANCIAL SERVICES INC9+ 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 | $22,846 |
Service code 49 1295 LIVINGSTON AVENUE · NORTH BRUNSWICK, NJ 08902 | Other Services | $17,740 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,116 | $88,479+91.1% | $96,543+75.2% | $80,187+110.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.09% | 22.53%-9.4pp | 35.75%-22.7pp | 40.40%-27.3pp |
| Employer contribution / active EE | $11,091 | $4,177+165.5% | $3,741+196.5% | $2,980+272.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $249 | $211+17.6% | $6,737-96.3% | $145+71.5% |