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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 15 · EIN 22-1211670 | Recordkeeping | $42,915 |
CARLEY GUILBERT2 years Service code 14 168 CHICOPEE ST · CHICOPEE, MA 01013 | Plan Administrator | $17,656 |
NICHOLAS LAPIER CPA PC4+ years Service code 10 · EIN 32-0048525 | Accounting | $13,741 |
KRAKOW & SOURIS3 years Filed as: KRAKOW SOURIS AND LANDRY LLC Service code 52 · EIN 13-3689044 | Indirect Investment Fees | $6,601 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -2.50% | -1.12%-1.4pp | -2.18%-0.3pp | 0.19%-2.7pp |
| Employer contribution / active EE | $16,417 | $12,052+36.2% | $38,751-57.6% | $13,763+19.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |