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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $657,275 |
PCC PENSION FUND4+ years Service code 12 · EIN 13-3208565 66-05 WOODHAVEN BLVD · REGO PARK, NY 11374 | Participant communication; Claims pro... | $337,552 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $23,970 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 3 PARK AVE · NEW YORK, NY 10016 | Accounting | $12,500 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET · NEW YORK, NY 10001 | Legal | $9,673 |
WILLIAM ROTHBERG, ESQ.4+ years Service code 29 · EIN 11-2621686 16 COURT STREET · BROOKLYN, NY 11241 | Legal | $9,490 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-2518466 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,610 | $95,776-67.0% | $162,185-80.5% | $77,775-59.4% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 4.08% | 37.03%-32.9pp | 115.61%-111.5pp | 32.58%-28.5pp |
| Employer contribution / active EE | $8,898 | $3,874+129.7% | $5,613+58.5% | $2,504+255.4% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $382 | $88+335.2% | $10,844-96.5% | $100+281.3% |