Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 | Securities Custodian | $66,359 |
INSURANCE PROGRAMMERS, INC.3+ years Filed as: INSURANCE PROGRAMMERS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $49,941 |
BAIRD FUNDS3+ years Filed as: ROBERT M. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
Filed as: BUCKLEY, FRAME, BOUDREAU Service code 10 · EIN 06-0931761 | Accounting | $16,640 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $10,175 |
Filed as: PRUDENTIAL INV. MGMT LLC Service code 27 · EIN 13-4122960 | Advisory (Plan) | $6,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $101,300 | $60,545+67.3% | $92,239+9.8% | $69,631+45.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.69% | 19.71%-9.0pp | 176.29%-165.6pp | 27571.02%-27560.3pp |
| Employer contribution / active EE | $6,582 | $2,633+150.0% | $3,680+78.9% | $2,032+223.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $370 | $145+155.7% | $5,194-92.9% | $110+235.2% |