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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $60,110 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $28,300 |
I.E. SHAFFER & CO.6+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 | Direct payment from the plan; Claims ... | $19,212 |
QUANTELLIGENT SOLUTIONS, LLC6+ years Filed as: QUANTELLIGENT SOLUTIONS LLC Service code 28 · EIN 20-5959585 | Investment Management | $8,300 |
Service code 29 · EIN 22-3185470 | Legal | $7,334 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,361 | $66,124+26.1% | $90,440-7.8% | $73,493+13.4% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 4.27% | 17.65%-13.4pp | 1294.38%-1290.1pp | 28.51%-24.2pp |
| Employer contribution / active EE | $2,753 | $2,346+17.3% | $3,263-15.6% | $2,270+21.3% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $493 | $396+24.4% | $5,615-91.2% | $513-3.9% |