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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 49 · EIN 06-1050034 | Other Services | $80,798 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 27 · EIN 45-2061717 500 W MONROE STREET STE 3850 · CHICAGO, IL 60661 | Advisory (Plan) | $73,985 |
Filed as: REYNOLDS CONSULTING Service code 27 · EIN 11-2558102 | Advisory (Plan) | $42,400 |
KARLEEN O NEILL7+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $38,630 |
MANFRE CPA P.C.7+ years Service code 10 · EIN 61-1632657 | Accounting | $33,590 |
VIRGINIA & AMBINDER, LLP7+ years Filed as: VIRGINIA OLSEN Service code 30 · EIN 22-2586287 | Employee (plan) | $27,907 |
CLEARY, JOSEM & TRIGIANI LLP6 years Service code 29 · EIN 23-2657967 325 CHESTNUT STREET SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $18,027 |
STEFANIA GENTILE7+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $15,389 |
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 | $111,491-100.0% | $189,520-100.0% | $86,813-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 87.8%-87.8pp | 72.3%-72.3pp |
| Annual return | 10.68% | 83.50%-72.8pp | 555.25%-544.6pp | 97.93%-87.2pp |
| Employer contribution / active EE | $16,179 | $3,951+309.5% | $6,161+162.6% | $2,406+572.5% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,046-100.0% | $170-100.0% |