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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL 24 FUND ANNUITY3+ years Service code 13 · EIN 22-2372054 | Contract Administrator | $93,285 |
I.E. SHAFFER & CO.3+ years Filed as: I E SHAFFER & CO. Service code 13 · EIN 22-1750854 PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $70,116 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV, P Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $33,060 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2919773 | Investment Mgmt Fees | $32,411 |
ORANSKY SCARAGGI & BORG P.C.3+ years Filed as: ORANSKY, SCARAGGI, BORG & ABBAMONT Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $9,743 |
LINDABURY, MCCORMICK, ESTABROOK3+ years Filed as: LINDABURY MCCORMACK & ESTABROOK Service code 29 · EIN 22-1943351 53 CARDINAL DR · WESTFIELD, NJ 07091 | Legal | $7,599 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $80 |
Participant contribution per participant 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 | $129,841 | $80,005+62.3% | $140,019-7.3% | $55,725+133.0% |
| Participation rate | 79.0% | 87.0%-8.0pp | 87.5%-8.5pp | 70.9%+8.1pp |
| Annual return | 6.31% | 0.46%+5.8pp | 651.15%-644.8pp | 244.93%-238.6pp |
| Employer contribution / active EE | $5,923 | $3,403+74.1% | $5,605+5.7% | $2,078+185.0% |
| Participant deferral / active EE | $40 | $5,264-99.2% | $6,927-99.4% | $3,356-98.8% |
| Admin fee / account holder | $226 | $116+95.4% | $10,705-97.9% | $115+96.3% |