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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $113,193 |
MORGAN STANLEY SMITH BARNEY7+ 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 |
TIMOTHY R HOTT PC7+ years Service code 29 · EIN 22-3724341 100 CHALLENGER ROAD · RIDGEFIELD PARK, NJ 07660 | Legal | $28,647 |
SHAUGHNESSY GIELLA, CPA, P.C.7+ years Filed as: SHAUGHNESSY GIELLA,CPA,PC Service code 10 · EIN 22-3010525 23 KULICK ROAD · FAIRFIELD, NJ 07004 | Accounting | $28,350 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $22,633 |
ORANSKY SCARAGGI & BORG P.C.7+ years Filed as: ORANSKY SCARAGGI AND BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $18,133 |
BRIAN FREEMAN1 year Filed as: BRIAN D. SULLIVAN, ESQ. Service code 29 · EIN 86-2988539 17 CHESTNUT DRIVE · CHESTER, NJ 07930 | Legal | $5,500 |
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 | $163,053 | $88,770+83.7% | $109,191+49.3% | $93,010+75.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 9.11% | 60.64%-51.5pp | 25.76%-16.7pp | 158.70%-149.6pp |
| Employer contribution / active EE | $8,167 | $3,780+116.1% | $3,723+119.4% | $2,705+201.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $75 | $172-56.4% | $6,756-98.9% | $152-50.5% |