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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $76,146 |
NICHOLAS LAPIER CPA PC1+ years Service code 10 · EIN 32-0048525 | Accounting | $17,527 |
KRAKOW & SOURIS1+ years Filed as: KRAKOW & SOURIS LLC Service code 52 · EIN 13-3689044 | Indirect Investment Fees | $11,965 |
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: MANAGEMENT RECRUITING INC Service code 50 607 BOYLSTON ST · BOSTON, MA 02116 | Direct Payment | $5,333 |
Filed as: PRUDENTIAL INSURANCE CO Service code 15 · EIN 22-1211670 | Recordkeeping | $3,644 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 2.19% | 0.06%+2.1pp | -0.81%+3.0pp | -0.60%+2.8pp |
| Employer contribution / active EE | $14,756 | $14,206+3.9% | $38,425-61.6% | $12,272+20.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |