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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ 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 | $432,100 |
Service code 28 · EIN 06-1050034 | Investment Management | $303,178 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $36,000 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $35,805 |
MORGAN STANLEY SMITH BARNEY4+ 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 |
WEAVER C. BARKSDALE & ASSOCIATES4+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $29,899 |
O'BRIEN BELLAND & BUSHINSKY3 years Service code 29 · EIN 37-1467056 | Legal | $13,218 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | -1.57% | 3.84%-5.4pp | 850.99%-852.6pp | -0.04%-1.5pp |
| Employer contribution / active EE | $13,779 | $3,343+312.2% | $3,631+279.5% | $2,405+472.9% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |