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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL 24 FUND ANNUITY4+ years Service code 13 · EIN 22-2372054 | Contract Administrator | $94,331 |
I.E. SHAFFER & CO.4+ years Filed as: I E SHAFFER & CO. Service code 13 · EIN 22-1750854 PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $77,196 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV, P Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $31,283 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2919773 | Investment Mgmt Fees | $29,920 |
LINDABURY, MCCORMICK, ESTABROOK4+ years Filed as: LINDABURY MCCORMACK & ESTABROOK Service code 29 · EIN 22-1943351 53 CARDINAL DR · WESTFIELD, NJ 07091 | Legal | $13,000 |
ORANSKY SCARAGGI & BORG P.C.4+ years Filed as: ORANSKY, SCARAGGI, BORG & ABBAMONT Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $9,167 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $175 |
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 | $136,991 | $88,515+54.8% | $162,177-15.5% | $67,579+102.7% |
| Participation rate | 78.3% | 86.8%-8.5pp | 87.6%-9.2pp | 71.3%+7.0pp |
| Annual return | 5.95% | 27.04%-21.1pp | 115.60%-109.7pp | 378.56%-372.6pp |
| Employer contribution / active EE | $6,203 | $3,563+74.1% | $5,613+10.5% | $2,148+188.8% |
| Participant deferral / active EE | $7 | $5,724-99.9% | $7,297-99.9% | $3,539-99.8% |
| Admin fee / account holder | $231 | $124+86.6% | $10,843-97.9% | $142+62.2% |