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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $65,491 |
MSPC5+ years Service code 10 · EIN 22-2951202 | Accounting | $28,471 |
I.E. SHAFFER & CO.5+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 | Direct payment from the plan; Claims ... | $19,463 |
QUANTELLIGENT SOLUTIONS, LLC5+ years Filed as: QUANTELLIGENT SOLUTIONS LLC Service code 28 · EIN 20-5959585 | Investment Management | $8,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,620-100.0% | $90,300-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 73.3%-73.3pp | 70.2%-70.2pp |
| Annual return | 6.85% | 24.94%-18.1pp | 78.11%-71.3pp | 29.38%-22.5pp |
| Employer contribution / active EE | $2,587 | $2,235+15.8% | $2,854-9.4% | $2,177+18.9% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,884-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,353-100.0% | $847-100.0% |