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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $97,934 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $52,375 |
TIMOTHY R HOTT PC1+ years Service code 29 · EIN 22-3724341 531 SUMMIT AVE · JERSEY CITY, NJ 07306 | Legal | $32,692 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 31 W 52ND STREET · NEW YORK, NY 10019 | Advisory (Plan) | $30,000 |
SHAUGHNESSY GIELLA, CPA, P.C.1+ years Filed as: SHAUGHNESSY GIELLA,CPA,PC Service code 10 · EIN 22-3010525 420 ROUTE 46 EAST · FAIRFIELD, NJ 07004 | Accounting | $28,350 |
ORANSKY SCARAGGI & BORG P.C.1+ years Filed as: ORANSKY SCARAGGI AND BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $17,444 |
FOX ROTHSCHILD LLP1+ years Filed as: FOX ROTHCHILD Service code 29 · EIN 23-1404723 100 PARK AVE · NEW YORK, NY 10017 | Legal | $7,583 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,520 | $55,516+91.9% | $75,784+40.6% | $59,188+80.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 2.58% | -1.89%+4.5pp | 9.68%-7.1pp | 5.51%-2.9pp |
| Employer contribution / active EE | $6,008 | $2,604+130.7% | $3,323+80.8% | $2,098+186.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $80 | $110-27.2% | $5,300-98.5% | $92-13.2% |