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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $74,755 |
PIERCE, FENNER AND SMITH1 year Filed as: PEIRCE PARK Service code 17 · EIN 51-0311895 300 SOUTH HIGH STREET · WEST CHESTER, PA 19382 | Pension Consulting | $31,897 |
Filed as: HOLM & OHARA LLP Service code 22 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $12,777 |
Filed as: BERARD & ASSOCIATES CPAS P.C. Service code 10 · EIN 13-3774222 44 PARK AVENUE · SUFFERN, NY 10901 | Accounting | $11,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,270 | $58,726+33.3% | $92,240-15.1% | $62,293+25.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.05% | 43.62%-28.6pp | 176.29%-161.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $6,835 | $2,392+185.8% | $3,680+85.8% | $2,042+234.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $389 | $556-30.0% | $5,194-92.5% | $479-18.8% |