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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL 24 FUND ANNUITY5+ years Service code 13 · EIN 22-2372054 | Contract Administrator | $93,588 |
I.E. SHAFFER & CO.5+ years Filed as: I E SHAFFER & CO. Service code 13 · EIN 22-1750854 PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $73,265 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV, P Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $37,676 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2919773 | Investment Mgmt Fees | $29,920 |
ORANSKY SCARAGGI & BORG P.C.5+ years Filed as: ORANSKY, SCARAGGI, BORG & ABBAMONT Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $10,000 |
LINDABURY, MCCORMICK, ESTABROOK5+ years Filed as: LINDABURY MCCORMACK & ESTABROOK Service code 29 · EIN 22-1943351 53 CARDINAL DR · WESTFIELD, NJ 07091 | Legal | $9,168 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $115 |
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 | $140,295 | $111,608+25.7% | $177,840-21.1% | $73,412+91.1% |
| Participation rate | 77.4% | 87.9%-10.5pp | 87.7%-10.4pp | 72.2%+5.2pp |
| Annual return | 1.18% | 18.23%-17.1pp | 48.32%-47.1pp | 59.30%-58.1pp |
| Employer contribution / active EE | $6,395 | $3,796+68.5% | $5,919+8.0% | $2,234+186.3% |
| Participant deferral / active EE | $57 | $6,199-99.1% | $7,714-99.3% | $3,806-98.5% |
| Admin fee / account holder | $229 | $166+38.4% | $12,431-98.2% | $158+45.1% |