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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $329,432 |
Service code 28 · EIN 06-1050034 | Investment Management | $236,783 |
WEAVER C. BARKSDALE & ASSOCIATES1+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $51,589 |
Filed as: DAVID A. GERSON, CPA & ASSO., P.C. Service code 10 · EIN 22-3163246 201 WEST PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $36,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 31 WEST 52ND STREET 23RD FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $30,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $25,000 |
ORANSKY SCARAGGI & BORG P.C.1+ years Filed as: ORANSKY, SCARAGGI, & BORG Service code 29 · EIN 22-3522685 | Legal | $16,616 |
TERRENCE R. MOONEY, CPA1+ years Service code 10 · EIN 22-2310315 | Accounting | $15,609 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | 1.07% | -1.89%+3.0pp | 9.68%-8.6pp | 5.51%-4.4pp |
| Employer contribution / active EE | $12,793 | $2,604+391.4% | $3,323+284.9% | $2,098+509.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |