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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $108,337 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 522 FIFTH AVENUE · NEW YORK, NY 10036 | Advisory (Plan) | $30,000 |
SHAUGHNESSY GIELLA, CPA, P.C.3+ years Filed as: SHAUGHNESSY GIELLA,CPA,PC Service code 10 · EIN 22-3010525 PO BOX 189 · TOTOWA, NJ 075110189 | Accounting | $28,350 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $26,047 |
TIMOTHY R HOTT PC3+ years Service code 29 · EIN 22-3724341 531 SUMMIT AVE · JERSEY CITY, NJ 07306 | Legal | $19,994 |
ORANSKY SCARAGGI & BORG P.C.3+ 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 LLP3+ years Filed as: FOX ROTHCHILD Service code 29 · EIN 23-1404723 100 PARK AVE · NEW YORK, NY 10017 | Legal | $7,000 |
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 | $120,282 | $221,442-45.7% | $92,240+30.4% | $77,958+54.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 8.10% | 15.65%-7.6pp | 176.29%-168.2pp | 20.87%-12.8pp |
| Employer contribution / active EE | $7,112 | $3,226+120.5% | $3,680+93.3% | $2,310+207.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $68 | $210-67.4% | $5,194-98.7% | $97-29.8% |