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| Provider | Service type | Compensation |
|---|---|---|
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $46,529 |
I.E. SHAFFER & CO.10+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 | Claims processing; Recordkeeping and ... | $27,251 |
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $26,170 |
Service code 29 · EIN 22-3185470 | Legal | $10,748 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 28 1500 BROADWAY, 28TH FLOOR · NEW YORK, NY 10036 | Investment Management | $6,975 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $79,735 | $60,504+31.8% | $81,882-2.6% | $74,478+7.1% |
| Participation rate | 98.6% | 62.9%+35.7pp | 72.4%+26.2pp | 67.2%+31.3pp |
| Annual return | 3.57% | 16.91%-13.3pp | 779.47%-775.9pp | 1370.56%-1367.0pp |
| Employer contribution / active EE | $4,152 | $2,627+58.1% | $2,916+42.4% | $2,626+58.1% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $537 | $1,492-64.0% | $7,360-92.7% | $1,946-72.4% |