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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.9+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $124,767 |
Filed as: GERSON & ASSOC, CPAS AND ADVISORS Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $45,674 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 49 · EIN 22-1211670 280 TRUMBULL STREET · HARTFORD, CT 06103 | Other Services | $36,000 |
MORGAN STANLEY SMITH BARNEY9+ 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 |
Filed as: ORANSKY SCARAGGI AN BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $18,133 |
TIMOTHY R HOTT PC9+ years Service code 29 · EIN 22-3724341 PO BOX 498 · CLIFFWOOD, NJ 07721 | Legal | $15,488 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 49 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Other Services | $12,025 |
Filed as: SHAUGHNESSY GIELLA, CPA, PC Service code 10 · EIN 22-3010525 23 KULICK ROAD · FAIRFIELD, NJ 07004 | Accounting | $12,000 |
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 | $162,855 | $88,479+84.1% | $96,543+68.7% | $80,187+103.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 8.91% | 22.53%-13.6pp | 35.75%-26.8pp | 40.40%-31.5pp |
| Employer contribution / active EE | $12,117 | $4,177+190.1% | $3,741+223.9% | $2,980+306.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $73 | $211-65.5% | $6,737-98.9% | $145-49.8% |