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| Provider | Service type | Compensation |
|---|---|---|
BACHELER & COMPANY PC1 year Filed as: BACHELER & COMPANY, P.C. Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $0 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 50 JERICHO QUADRANGLE · JERICHO, NY 11753 | Legal | $0 |
Filed as: PRUDENTIAL RETIR. INS & ANNUITY CO. Service code 15 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Recordkeeping | $0 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 ONE HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Recordkeeping | $0 |
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 | $188,371 | $37,203+406.3% | $154,110+22.2% | $55,727+238.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.53% | 1320.03%-1325.6pp | 735.22%-740.8pp | 244.94%-250.5pp |
| Employer contribution / active EE | $12,347 | $1,614+664.8% | $5,298+133.1% | $2,078+494.1% |
| Participant deferral / active EE | $15,519 | $2,069+650.2% | $5,081+205.5% | $3,356+362.5% |
| Admin fee / account holder | $40 | $102-60.6% | $13,412-99.7% | $115-65.3% |