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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 51 · EIN 06-1050034 P.O BOX 5320 · SCRANTON, PA 18505 | Investment Mgmt Fees | $335,935 |
FEDERATION PENSION BUREAU1+ years Service code 15 · EIN 13-1787563 225 WEST 34TH STREET · NEW YORK, NY 10122 | Recordkeeping | $78,863 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 51 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Investment Mgmt Fees | $21,945 |
MSPC1+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $18,500 |
LINDABURY, MCCORMICK, ESTABROOK1+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $5,685 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,575 | $50,498+41.7% | $75,784-5.6% | $55,191+29.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 3.39% | 1.80%+1.6pp | 9.68%-6.3pp | 10.78%-7.4pp |
| Employer contribution / active EE | $5,536 | $2,291+141.6% | $3,323+66.6% | $1,899+191.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $382 | $123+210.5% | $5,300-92.8% | $91+320.8% |