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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO Service code 19 · EIN 06-1050034 | Securities Custodian | $104,387 |
SPIVAK LIPTON LLP8+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $45,000 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $40,755 |
MILLIMAN, INC.4 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $22,000 |
Filed as: LOCKTIGHT SOLUTIONS Service code 16 · EIN 22-3825157 | Consulting | $10,692 |
Filed as: BRIDGEWAY TECHNOLOGIES Service code 15 · EIN 23-2182079 | Recordkeeping | $8,442 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 11 · EIN 36-4291971 | Actuarial | $6,721 |
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.
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 | $129,756-100.0% | $170,043-100.0% | $103,590-100.0% |
| Participation rate | 0.0% | 91.3%-91.3pp | 87.0%-87.0pp | 73.3%-73.3pp |
| Annual return | 8.63% | 20.17%-11.5pp | 53.40%-44.8pp | 33.13%-24.5pp |
| Employer contribution / active EE | $584 | $5,236-88.8% | $6,790-91.4% | $3,213-81.8% |
| Participant deferral / active EE | $0 | $8,283-100.0% | $10,410-100.0% | $5,214-100.0% |
| Admin fee / account holder | $0 | $73-100.0% | $12,824-100.0% | $114-100.0% |