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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 15 · EIN 22-1211670 | Recordkeeping | $46,027 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $21,750 |
CARLEY GUILBERT3 years Service code 14 168 CHICOPEE STREET · CHICOPEE, MA 01013 | Plan Administrator | $19,135 |
NICHOLAS LAPIER CPA PC5+ years Service code 10 · EIN 32-0048525 | Accounting | $11,360 |
KRAKOW & SOURIS4 years Filed as: KRAKOW SOURIS AND LANDRY LLC Service code 52 · EIN 13-3689044 | Indirect Investment Fees | $8,323 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 16.57% | 33.70%-17.1pp | 14.64%+1.9pp | 53.27%-36.7pp |
| Employer contribution / active EE | $14,013 | $14,473-3.2% | $41,831-66.5% | $14,774-5.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |