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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $171,587 |
Service code 14 · EIN 22-2585171 | Plan Administrator | $78,730 |
Filed as: REFRIGERATION& AIR CONDITIONIN Service code 13 · EIN 22-2585171 | Contract Administrator | $66,220 |
Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $30,369 |
O'BRIEN BELLAND & BUSHINSKY5+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $26,522 |
Service code 27 · EIN 20-1899564 | Advisory (Plan) | $22,750 |
LINDABURY, MCCORMICK, ESTABROOK5+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $18,852 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,804 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
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 | $138,707 | $81,719+69.7% | $101,275+37.0% | $90,274+53.7% |
| Participation rate | 98.8% | 80.7%+18.0pp | 75.8%+22.9pp | 73.4%+25.4pp |
| Annual return | 5.79% | 337.64%-331.8pp | 46.46%-40.7pp | 53.97%-48.2pp |
| Employer contribution / active EE | $7,744 | $3,622+113.8% | $3,660+111.6% | $2,523+206.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $138 | $162-14.6% | $5,948-97.7% | $114+21.2% |