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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $56,291 |
MSPC8+ years Service code 10 · EIN 22-2951202 | Accounting | $29,600 |
I.E. SHAFFER & CO.8+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 | Claims processing; Direct payment fro... | $28,325 |
Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $8,250 |
Service code 29 · EIN 22-3185470 | Legal | $5,139 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,482 | $51,226+63.0% | $82,706+0.9% | $66,930+24.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -2.40% | -9.61%+7.2pp | 701.76%-704.2pp | 1.57%-4.0pp |
| Employer contribution / active EE | $3,862 | $2,612+47.8% | $3,007+28.4% | $2,545+51.7% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,394-100.0% | $4,238-100.0% |
| Admin fee / account holder | $521 | $416+25.3% | $5,329-90.2% | $593-12.3% |