Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ 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 | $367,334 |
Service code 28 · EIN 06-1050034 | Investment Management | $158,109 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $36,000 |
MORGAN STANLEY SMITH BARNEY5+ 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 |
O'BRIEN BELLAND & BUSHINSKY4 years Service code 29 · EIN 37-1467056 | Legal | $26,605 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $25,000 |
WEAVER C. BARKSDALE & ASSOCIATES5+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $24,349 |
MSPC1 year Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $6,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,192 | $66,051+180.4% | $92,916+99.3% | $77,775+138.1% |
| Participation rate | 94.1% | 81.0%+13.2pp | 76.0%+18.1pp | 73.2%+20.9pp |
| Annual return | 13.60% | 20.69%-7.1pp | 109.45%-95.9pp | 32.58%-19.0pp |
| Employer contribution / active EE | $12,687 | $3,426+270.4% | $3,654+247.3% | $2,504+406.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $284 | $148+91.8% | $5,796-95.1% | $100+183.4% |