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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIR. INS & ANNUITY CO. Service code 15 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Recordkeeping | $102,021 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 27 · EIN 36-3297908 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $16,324 |
Filed as: PRUDENTIAL INVESTMENT MGMT SER LLC Service code 33 · EIN 13-4122960 655 BROAD STREET · NEWARK, NJ 07102 | Securities brokerage | $5,895 |
BACHELER & COMPANY PC5 years Filed as: BACHELER & COMPANY, P.C. Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
NIXON PEABODY LLP5 years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 50 JERICHO QUADRANGLE · JERICHO, NY 11753 | Legal | $0 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 19 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,940 | $45,000+331.0% | $143,801+34.9% | $77,906+148.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -16.79% | 29.03%-45.8pp | -0.04%-16.7pp | 12.16%-28.9pp |
| Employer contribution / active EE | $10,616 | $1,870+467.9% | $4,952+114.4% | $2,846+273.0% |
| Participant deferral / active EE | $14,796 | $3,157+368.7% | $5,639+162.4% | $4,805+207.9% |
| Admin fee / account holder | $71 | $98-28.0% | $14,680-99.5% | $133-46.5% |