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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS1+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $46,768 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $24,084 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE ANN Service code 28 · EIN 06-1050034 | Investment Management | $3,870 |
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 | $26,783 | $55,516-51.8% | $75,784-64.7% | $59,188-54.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.49% | -1.89%+2.4pp | 9.68%-9.2pp | 5.51%-5.0pp |
| Employer contribution / active EE | $1,326 | $2,604-49.1% | $3,323-60.1% | $2,098-36.8% |
| Participant deferral / active EE | $1,587 | $2,599-38.9% | $3,652-56.5% | $3,265-51.4% |
| Admin fee / account holder | $88 | $110-20.2% | $5,300-98.3% | $92-4.9% |