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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 | $72,522 |
REYNOLDS CONSULTING SERVICES8+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 17 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Pension Consulting | $22,000 |
MOGILA LAW GROUP1 year Filed as: MOGILA LAW GROUP, LLC Service code 29 · EIN 87-2593727 5 PENN PLAZA · NEW YORK, NY 10001 | Legal | $17,600 |
THE LAMBOS FIRM, LLP8+ years Service code 29 · EIN 13-3864093 300 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $17,600 |
DESENA & CO, CPAS, LLC8+ years Filed as: DESENA & COMPANY CPAS, LLC Service code 10 · EIN 20-0609534 100 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Accounting | $13,200 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,577 | $44,764+30.9% | $68,803-14.9% | $64,824-9.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -11.01% | -10.91%-0.1pp | -6.37%-4.6pp | 32.84%-43.8pp |
| Employer contribution / active EE | $5,754 | $1,775+224.1% | $2,656+116.7% | $2,507+129.5% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $146 | $151-3.5% | $4,936-97.0% | $188-22.2% |