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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 | Securities Custodian | $61,278 |
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $59,214 |
BAIRD FUNDS2+ years Filed as: ROBERT M. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,528 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, LLC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $18,750 |
Filed as: BUCKLEY, FRAME, BOUDREAU Service code 10 · EIN 06-0931761 | Accounting | $12,492 |
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 | $99,337 | $57,921+71.5% | $84,753+17.2% | $57,658+72.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.33% | 10.24%-4.9pp | 22.78%-17.5pp | 5.13%+0.2pp |
| Employer contribution / active EE | $6,150 | $2,598+136.7% | $3,574+72.1% | $1,974+211.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $351 | $130+170.5% | $5,333-93.4% | $95+271.1% |