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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ 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 | $332,232 |
Service code 28 · EIN 06-1050034 | Investment Management | $274,790 |
WEAVER C. BARKSDALE & ASSOCIATES3+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $50,101 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $43,665 |
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 |
O'BRIEN BELLAND & BUSHINSKY2 years Service code 29 · EIN 37-1467056 | Legal | $34,009 |
MORGAN STANLEY SMITH BARNEY3+ 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 |
TERRENCE R. MOONEY, CPA3+ years Service code 10 · EIN 22-2310315 | Accounting | $15,124 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 11.84% | 15.65%-3.8pp | 176.29%-164.4pp | 20.87%-9.0pp |
| Employer contribution / active EE | $13,105 | $3,226+306.2% | $3,680+256.1% | $2,310+467.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |