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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $118,110 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $37,493 |
MORGAN STANLEY SMITH BARNEY5+ 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 |
SHAUGHNESSY GIELLA, CPA, P.C.5+ years Filed as: SHAUGHNESSY GIELLA,CPA,PC Service code 10 · EIN 22-3010525 23 KULICK ROAD · FAIRFIELD, NJ 07004 | Accounting | $28,350 |
TIMOTHY R HOTT PC5+ years Service code 29 · EIN 22-3724341 100 CHALLENGER ROAD · RIDGEFIELD PARK, NJ 07660 | Legal | $28,216 |
ORANSKY SCARAGGI & BORG P.C.5+ years Filed as: ORANSKY SCARAGGI AND BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $18,133 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHCHILD LLP Service code 29 · EIN 23-1404723 49 MARKET STREET · MORRISTOWN, NJ 07960 | Legal | $7,000 |
Participant contribution per participant 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 | $147,557 | $66,051+123.4% | $92,916+58.8% | $77,775+89.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 12.51% | 20.69%-8.2pp | 109.45%-96.9pp | 32.58%-20.1pp |
| Employer contribution / active EE | $7,953 | $3,426+132.2% | $3,654+117.7% | $2,504+217.6% |
| Participant deferral / active EE | $179 | $3,013-94.1% | $4,238-95.8% | $3,966-95.5% |
| Admin fee / account holder | $86 | $148-42.0% | $5,796-98.5% | $100-14.4% |