Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL 24 FUND ANNUITY7+ years Service code 13 · EIN 22-2372054 | Contract Administrator | $90,614 |
I.E. SHAFFER & CO.7+ years Filed as: I E SHAFFER & CO. Service code 13 · EIN 22-1750854 PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $69,323 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV, P Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $38,713 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2919773 | Investment Mgmt Fees | $29,920 |
ORANSKY SCARAGGI & BORG P.C.7+ years Filed as: ORANSKY, SCARAGGI, BORG & ABBAMONT Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $12,123 |
LINDABURY, MCCORMICK, ESTABROOK7+ years Filed as: LINDABURY MCCORMACK & ESTABROOK Service code 29 · EIN 22-1943351 53 CARDINAL DR · WESTFIELD, NJ 07091 | Legal | $10,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,856 | $86,897+86.3% | $151,639+6.7% | $64,819+149.7% |
| Participation rate | 75.5% | 87.3%-11.7pp | 87.5%-11.9pp | 71.5%+4.1pp |
| Annual return | -1.90% | -3.57%+1.7pp | 3.34%-5.2pp | 32.84%-34.7pp |
| Employer contribution / active EE | $6,621 | $4,010+65.1% | $6,165+7.4% | $2,507+164.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $238 | $153+55.9% | $11,613-97.9% | $188+27.0% |