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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IBEW LOCAL 351 SURETY PLAN Service code 99 · EIN 22-3431479 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Other Fees | $766,862 |
I.E. SHAFFER & CO.1 year Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $341,311 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,000 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $38,500 |
MORGAN STANLEY SMITH BARNEY10+ 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 |
Filed as: OBRIEN BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $28,732 |
MSPC6 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $18,476 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,224 | $241,850+7.2% | $102,437+153.1% | $200,096+29.5% |
| Participation rate | 96.2% | 78.3%+17.9pp | 74.5%+21.7pp | 72.0%+24.2pp |
| Annual return | 15.63% | 17.67%-2.0pp | 24.95%-9.3pp | 34.26%-18.6pp |
| Employer contribution / active EE | $16,165 | $4,253+280.1% | $3,871+317.6% | $3,038+432.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $212 | $288-26.5% | $8,388-97.5% | $269-21.3% |