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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 15 · EIN 22-1211670 | Recordkeeping | $40,568 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $31,250 |
Filed as: LAPIER, DILLON AND ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $24,550 |
CARLEY GUILBERT4 years Service code 14 86 LOWER WESTFIELD RD · HOLYOKE, MA 01040 | Plan Administrator | $19,099 |
KRAKOW & SOURIS5 years Filed as: KRAKOW SOURIS AND LANDRY LLC Service code 52 · EIN 13-3689044 | Indirect Investment Fees | $9,160 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 13.09% | 9.58%+3.5pp | 9.52%+3.6pp | 11.45%+1.6pp |
| Employer contribution / active EE | $15,347 | $21,155-27.5% | $41,951-63.4% | $17,219-10.9% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |