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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRU CORE BOND FUND Service code 28 | Investment Management | $91,388 |
C. RASO II5 years Service code 14 · EIN 04-6375393 | Plan Administrator | $60,297 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $44,875 |
R. GAITA6+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $43,383 |
PRISA3 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $39,623 |
A. VALLETTA6+ years Service code 30 · EIN 04-6128036 | Employee (plan); Direct payment from ... | $34,987 |
G. SARNO6+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $33,705 |
K. HARVEY6+ years Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $31,948 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,559 |
SMITH & HOWARD, PC6+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Employee (plan); Direct payment from ... | $26,245 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,575 | $88,770-9.2% | $109,191-26.2% | $93,010-13.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 26.44% | 60.64%-34.2pp | 25.76%+0.7pp | 158.70%-132.3pp |
| Employer contribution / active EE | $7,965 | $3,780+110.7% | $3,723+113.9% | $2,705+194.4% |
| Participant deferral / active EE | $64 | $3,630-98.2% | $4,653-98.6% | $4,561-98.6% |
| Admin fee / account holder | $241 | $172+39.6% | $6,756-96.4% | $152+58.6% |