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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $31,460 |
Filed as: ONE DIGITAL TOPCO LLC Service code 28 · EIN 82-1434504 | Investment Management | $18,750 |
SEAN HUCKO, CPA, LLC8 years Service code 29 · EIN 47-4215313 | Legal | $18,500 |
HARTER SECREST & EMERY LLP9+ years Service code 29 · EIN 16-0766172 | Legal | $17,050 |
MMA SECURITIES LLC9+ years Filed as: MARSH USA INC Service code 23 · EIN 36-1436000 | Insurance services | $8,125 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 28 · EIN 43-1451524 | Investment Management | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,330 | $62,166+21.2% | $81,353-7.4% | $74,459+1.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.80% | 16.50%-2.7pp | 24.82%-11.0pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,835 | $1,881-2.4% | $2,464-25.5% | $2,626-30.1% |
| Participant deferral / active EE | $3,630 | $3,223+12.6% | $3,885-6.5% | $4,350-16.5% |
| Admin fee / account holder | $387 | $1,925-79.9% | $5,766-93.3% | $1,945-80.1% |