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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.10+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $124,824 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,803 |
Filed as: GERSON & ASSOC, CPAS AND ADVISORS Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $61,570 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 522 FIFTH AVENUE · NEW YORK, NY 10036 | Advisory (Plan) | $31,364 |
ORANSKY SCARAGGI & BORG P.C.10+ years Filed as: ORANSKY SCARAGGI AND BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $18,133 |
TIMOTHY R HOTT PC10+ years Service code 29 · EIN 22-3724341 PO BOX 498 · CLIFFWOOD, NJ 07721 | Legal | $18,087 |
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 | $175,562 | $241,850-27.4% | $102,437+71.4% | $200,096-12.3% |
| Participation rate | 99.5% | 78.3%+21.2pp | 74.5%+25.0pp | 72.0%+27.5pp |
| Annual return | 9.91% | 17.67%-7.8pp | 24.95%-15.0pp | 34.26%-24.4pp |
| Employer contribution / active EE | $12,460 | $4,253+193.0% | $3,871+221.9% | $3,038+310.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $91 | $288-68.4% | $8,388-98.9% | $269-66.2% |