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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL 24 FUND ANNUITY10+ years Filed as: PLUMBERS LOCAL 24 ANNUITY FUND Service code 99 PO BOX 1028 · WEST TRENTON, NJ 08628 | Other Fees | $392,658 |
I.E. SHAFFER & CO.10+ years Filed as: I E SHAFFER & CO. Service code 13 · EIN 22-1750854 PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $93,788 |
Service code 13 · EIN 26-4708098 20 FAIRFIELD PLACE · WEST CALDWELL, NJ 07006 | Contract Administrator | $79,827 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV, P Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $34,115 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GRAYSTONE Service code 10 · EIN 26-4310632 | Accounting | $29,920 |
Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $17,240 |
Filed as: LINDABURY MCCORMICK & ESTABROOK Service code 29 · EIN 22-1943351 | Legal | $13,126 |
Filed as: ZAZZALI, FAGELLA, NOWAK, ET AL Service code 29 · EIN 22-1973215 ONE RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $7,583 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,253 | $86,882+82.1% | $150,734+5.0% | $69,255+128.5% |
| Participation rate | 97.2% | 84.3%+13.0pp | 78.4%+18.8pp | 69.0%+28.2pp |
| Annual return | 6.50% | 10.69%-4.2pp | 600.81%-594.3pp | 26.73%-20.2pp |
| Employer contribution / active EE | $8,944 | $5,194+72.2% | $4,918+81.9% | $2,645+238.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $274 | $630-56.5% | $14,905-98.2% | $733-62.6% |