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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ 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 | $344,842 |
Service code 28 · EIN 06-1050034 | Investment Management | $248,854 |
WEAVER C. BARKSDALE & ASSOCIATES2+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $49,337 |
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 BARNEY2+ 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 |
Service code 29 · EIN 37-1467056 | Legal | $23,502 |
ORANSKY SCARAGGI & BORG P.C.2+ years Filed as: ORANSKY, SCARAGGI, & BORG Service code 29 · EIN 22-3522685 | Legal | $10,211 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $8,332 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 4.93% | 611.38%-606.4pp | 22.78%-17.8pp | 48.65%-43.7pp |
| Employer contribution / active EE | $13,257 | $2,943+350.5% | $3,574+270.9% | $2,182+507.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |