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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO Service code 15 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Recordkeeping | $70,612 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 17 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Pension Consulting | $22,000 |
THE LAMBOS FIRM, LLP7+ years Service code 29 · EIN 13-3864093 300 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $17,600 |
SLEVIN & HART, P.C.4 years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $14,667 |
DESENA & CO, CPAS, LLC7+ years Filed as: DESENA & COMPANY CPAS, LLC Service code 10 · EIN 20-0609534 100 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,347-100.0% | $85,705-100.0% | $86,821-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 69.9%-69.9pp | 72.3%-72.3pp |
| Annual return | 9.42% | 18.43%-9.0pp | 21.49%-12.1pp | 97.94%-88.5pp |
| Employer contribution / active EE | $4,523 | $1,751+158.4% | $2,619+72.7% | $2,406+88.0% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,877-100.0% | $170-100.0% |