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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 | $340,554 |
FEDERATION PENSION BUREAU2+ years Service code 15 · EIN 13-1787563 225 WEST 34TH STREET · NEW YORK, NY 10122 | Recordkeeping | $70,494 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 51 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Investment Mgmt Fees | $21,945 |
MSPC2+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $21,200 |
LINDABURY, MCCORMICK, ESTABROOK2+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $13,011 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,091 | $57,921+40.0% | $84,753-4.3% | $57,658+40.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.51% | 10.24%-5.7pp | 22.78%-18.3pp | 5.13%-0.6pp |
| Employer contribution / active EE | $6,894 | $2,598+165.3% | $3,574+92.9% | $1,974+249.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $431 | $130+232.7% | $5,333-91.9% | $95+356.4% |