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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $66,116 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $30,885 |
I.E. SHAFFER & CO.3+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 | Claims processing | $19,568 |
QUANTELLIGENT SOLUTIONS, LLC3+ years Filed as: QUANTELLIGENT SOLUTIONS LLC Service code 28 · EIN 20-5959585 | Investment Management | $8,300 |
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 | $0 | $50,637-100.0% | $86,582-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 5.55% | 20.80%-15.2pp | 965.08%-959.5pp | 28.90%-23.3pp |
| Employer contribution / active EE | $2,635 | $2,075+27.0% | $2,839-7.2% | $2,042+29.0% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |