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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $123,312 |
TIMOTHY R HOTT PC8+ years Service code 29 · EIN 22-3724341 100 CHALLENGER ROAD · RIDGEFIELD PARK, NJ 07660 | Legal | $34,210 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 522 FIFTH AVENUE · NEW YORK, NY 10036 | Advisory (Plan) | $31,264 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $30,905 |
SHAUGHNESSY GIELLA, CPA, P.C.8+ years Filed as: SHAUGHNESSY GIELLA,CPA,PC Service code 10 · EIN 22-3010525 23 KULICK ROAD · FAIRFIELD, NJ 07004 | Accounting | $28,350 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 49 · EIN 22-1211670 280 TRUMBULL STREET · HARTFORD, CT 06103 | Other Services | $24,000 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 49 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Other Services | $24,000 |
ORANSKY SCARAGGI & BORG P.C.8+ years Filed as: ORANSKY SCARAGGI AND BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $21,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,367 | $76,774+98.5% | $112,270+35.7% | $77,906+95.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -5.46% | -10.25%+4.8pp | 27.49%-33.0pp | 12.16%-17.6pp |
| Employer contribution / active EE | $12,044 | $3,977+202.8% | $3,635+231.3% | $2,846+323.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $75 | $239-68.5% | $6,411-98.8% | $133-43.2% |