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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 15 · EIN 22-1211670 | Recordkeeping | $39,801 |
CARLEY GUILBERT1 year Service code 14 168 CHICOPEE ST · CHICOPEE, MA 01013 | Plan Administrator | $21,087 |
NICHOLAS LAPIER CPA PC3+ years Service code 10 · EIN 32-0048525 | Accounting | $12,216 |
KRAKOW & SOURIS2 years Filed as: KRAKOW SOURIS AND LANDRY LLC Service code 52 · EIN 13-3689044 | Indirect Investment Fees | $7,584 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.24% | 13.03%+0.2pp | 10.36%+2.9pp | 23.90%-10.7pp |
| Employer contribution / active EE | $16,275 | $15,779+3.1% | $37,738-56.9% | $16,539-1.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |