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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 |
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 | $158,253 | $77,788+103.4% | $119,126+32.8% | $64,728+144.5% |
| Participation rate | 97.2% | 69.4%+27.8pp | 75.8%+21.5pp | 57.9%+39.3pp |
| Annual return | 6.50% | 13.19%-6.7pp | 282.11%-275.6pp | 49.38%-42.9pp |
| Employer contribution / active EE | $8,944 | $4,031+121.9% | $4,034+121.7% | $2,243+298.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $274 | $1,365-79.9% | $10,693-97.4% | $1,145-76.1% |