| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $274,971 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,427 |
PENSION ASSURANCE LLP1 year Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $8,600 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,409 | $176,471-66.9% | $95,968-39.1% | $90,274-35.3% |
| Participation rate | 93.2% | 86.6%+6.6pp | 77.1%+16.1pp | 73.4%+19.9pp |
| Annual return | 55.88% | 20.15%+35.7pp | 91.65%-35.8pp | 53.97%+1.9pp |
| Employer contribution / active EE | $1,334 | $2,783-52.1% | $2,542-47.5% | $2,523-47.2% |
| Participant deferral / active EE | $3,488 | $5,325-34.5% | $4,167-16.3% | $4,231-17.6% |
| Admin fee / account holder | $141 | $154-8.7% | $6,798-97.9% | $114+23.4% |