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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 | $345,725 |
FEDERATION PENSION BUREAU3+ years Service code 15 · EIN 13-1787563 225 WEST 34TH STREET · NEW YORK, NY 10122 | Recordkeeping | $56,309 |
MSPC3+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $33,634 |
LINDABURY, MCCORMICK, ESTABROOK3+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $24,318 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 51 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Investment Mgmt Fees | $21,945 |
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 | $76,978 | $221,442-65.2% | $92,240-16.5% | $77,958-1.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 7.18% | 15.65%-8.5pp | 176.29%-169.1pp | 20.87%-13.7pp |
| Employer contribution / active EE | $2,916 | $3,226-9.6% | $3,680-20.8% | $2,310+26.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $394 | $210+88.0% | $5,194-92.4% | $97+304.9% |