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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 | Securities Custodian | $61,726 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $60,459 |
BAIRD FUNDS1+ years Filed as: ROBERT M. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $29,727 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, LLC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $25,000 |
Filed as: BUCKLEY, FRAME, BOUDREAU Service code 10 · EIN 06-0931761 | Accounting | $14,010 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ ORGANIZATION OF MASSACHUSETT Service code 16 · EIN 26-1371674 | Consulting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,528 | $50,498+91.2% | $75,784+27.4% | $55,191+74.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.17% | 1.80%-2.0pp | 9.68%-9.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $6,189 | $2,291+170.2% | $3,323+86.2% | $1,899+226.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $394 | $123+220.6% | $5,300-92.6% | $91+334.6% |