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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL 24 FUND ANNUITY1+ years Service code 13 · EIN 22-2372054 | Contract Administrator | $93,855 |
I.E. SHAFFER & CO.1+ years Filed as: I E SHAFFER & CO. Service code 13 · EIN 22-1750854 PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $65,227 |
Filed as: DAVID A GERSON, CPA & ASSOCIATES, P Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $33,131 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2919773 | Investment Mgmt Fees | $27,427 |
ORANSKY SCARAGGI & BORG P.C.1+ years Filed as: ORANSKY, SCARAGGI, BORG & ABBAMONT Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $9,033 |
LINDABURY, MCCORMICK, ESTABROOK1+ years Filed as: LINDABURY MCCORMACK & ESTABROOK Service code 29 · EIN 22-1943351 53 CARDINAL DR · WESTFIELD, NJ 07091 | Legal | $5,833 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $80 |
PLUMBERS LOCAL 24 FUND ANNUITY1+ years Filed as: PLUMBERS LOCAL 24 ANNUITY FUND Service code 14 · EIN 22-2372054 | Plan Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,523 | $71,802+60.9% | $133,975-13.8% | $57,658+100.4% |
| Participation rate | 80.1% | 85.5%-5.4pp | 87.1%-7.0pp | 70.2%+9.9pp |
| Annual return | 1.76% | 13.51%-11.7pp | 29.29%-27.5pp | 5.13%-3.4pp |
| Employer contribution / active EE | $4,524 | $3,161+43.1% | $5,211-13.2% | $1,974+129.2% |
| Participant deferral / active EE | $5 | $4,606-99.9% | $6,282-99.9% | $3,061-99.8% |
| Admin fee / account holder | $222 | $88+153.4% | $9,324-97.6% | $95+135.0% |