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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ 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 | $321,588 |
IBEW LOCAL 351 SURETY FUND2 years Service code 13 · EIN 22-3431479 | Contract Administrator | $215,163 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $37,000 |
O'BRIEN BELLAND & BUSHINSKY7 years Service code 29 · EIN 37-1467056 | Legal | $32,400 |
MORGAN STANLEY SMITH BARNEY8+ 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 MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $20,833 |
MSPC4 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $8,120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,590 | $76,774+163.9% | $112,270+80.4% | $77,906+160.0% |
| Participation rate | 89.7% | 80.2%+9.5pp | 75.1%+14.6pp | 73.7%+16.0pp |
| Annual return | -13.40% | -10.25%-3.1pp | 27.49%-40.9pp | 12.16%-25.6pp |
| Employer contribution / active EE | $13,214 | $3,977+232.3% | $3,635+263.5% | $2,846+364.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $193 | $239-19.4% | $6,411-97.0% | $133+45.3% |