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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2 years Filed as: I.E. SHAFFER & CO Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $349,821 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,000 |
OBRIEN BELLAND & BUSHINSKY2 years Service code 29 · EIN 37-1467056 | Legal | $42,862 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $38,500 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 31 WEST 52ND STREET · NEW YORK, NY 10019 | Advisory (Plan) | $30,000 |
MSPC7 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $16,079 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,974 | $103,641+166.3% | $107,525+156.7% | $102,872+168.3% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.1%+19.3pp | 73.0%+21.3pp |
| Annual return | 12.43% | 13.08%-0.7pp | 181.32%-168.9pp | 19.06%-6.6pp |
| Employer contribution / active EE | $16,261 | $5,096+219.1% | $3,754+333.2% | $3,526+361.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $215 | $276-22.0% | $8,919-97.6% | $292-26.3% |