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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 P.O BOX 5320 · SCRANTON, PA 18505 | Investment Management | $33,907 |
MSPC6+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $25,547 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $22,274 |
LINDABURY, MCCORMICK, ESTABROOK6+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $9,297 |
LARRY MAGARIK, ESQ2 years Service code 29 80 EIGHTH AVENUE, SUITE 901 · NEW YORK, NY 100117175 | Legal | $6,008 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $115 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALTA TRUST1 year Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,001 | $81,719+11.4% | $101,275-10.1% | $90,274+0.8% |
| Participation rate | 99.0% | 80.7%+18.3pp | 75.8%+23.2pp | 73.4%+25.6pp |
| Annual return | 7.95% | 337.64%-329.7pp | 46.48%-38.5pp | 53.97%-46.0pp |
| Employer contribution / active EE | $2,685 | $3,622-25.9% | $3,660-26.6% | $2,523+6.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $183 | $162+12.9% | $5,948-96.9% | $114+60.3% |