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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $71,106 |
MARQUETTE ASSOCIATES2 years Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $40,018 |
COLLERAN, O'HARA & MILLS LLP3 years Filed as: HOLM & OHARA LLP Service code 22 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $11,637 |
Filed as: BERARD & ASSOCIATES CPAS P.C. Service code 10 · EIN 13-3774222 44 PARK AVENUE · SUFFERN, NY 10901 | Accounting | $10,823 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,132 | $63,1140% | $92,909-32.1% | $65,185-3.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.50% | 28.75%-8.2pp | 109.44%-88.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $7,288 | $2,571+183.5% | $3,653+99.5% | $2,177+234.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $266 | $624-57.3% | $5,795-95.4% | $847-68.6% |