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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO Service code 19 · EIN 06-1050034 | Securities Custodian | $191,311 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $37,000 |
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $32,878 |
WILMINGTON TRUST6 years Service code 19 · EIN 16-1486454 | Securities Custodian | $31,878 |
SPIVAK LIPTON LLP7+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $31,402 |
NICHOLAS PENSION CONSULTANTS2 years Filed as: NICHOLAS I MARTIN Service code 11 845 SHERIDAN RD · WILMETTE, IL 60091 | Actuarial | $8,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $119,153-100.0% | $151,639-100.0% | $78,104-100.0% |
| Participation rate | 0.0% | 92.5%-92.5pp | 87.5%-87.5pp | 74.5%-74.5pp |
| Annual return | -14.19% | -10.83%-3.4pp | 3.34%-17.5pp | 10.90%-25.1pp |
| Employer contribution / active EE | $484 | $5,298-90.9% | $6,165-92.1% | $3,128-84.5% |
| Participant deferral / active EE | $0 | $8,624-100.0% | $8,363-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $11,613-100.0% | $79-100.0% |