Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $106,848 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $36,703 |
MORGAN STANLEY SMITH BARNEY2+ 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 |
TIMOTHY R HOTT PC2+ years Service code 29 · EIN 22-3724341 531 SUMMIT AVE · JERSEY CITY, NJ 07306 | Legal | $29,037 |
SHAUGHNESSY GIELLA, CPA, P.C.2+ 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.2+ years Filed as: ORANSKY SCARAGGI AND BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $14,533 |
FOX ROTHSCHILD LLP2+ years Filed as: FOX ROTHCHILD Service code 29 · EIN 23-1404723 100 PARK AVE · NEW YORK, NY 10017 | Legal | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,086 | $54,392+106.1% | $84,753+32.3% | $63,975+75.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.31% | 611.38%-606.1pp | 22.78%-17.5pp | 48.65%-43.3pp |
| Employer contribution / active EE | $6,383 | $2,943+116.9% | $3,574+78.6% | $2,182+192.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $74 | $136-45.6% | $5,333-98.6% | $70+5.0% |