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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 49 · EIN 06-1050034 | Other Services | $80,596 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 27 · EIN 45-2061717 500 W MONROE STREET STE 3850 · CHICAGO, IL 60661 | Advisory (Plan) | $78,142 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 11-2558102 | Advisory (Plan) | $42,400 |
MANFRE CPA P.C.8+ years Service code 10 · EIN 61-1632657 | Accounting | $35,612 |
KARLEEN O NEILL8+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $31,369 |
VIRGINIA & AMBINDER, LLP8+ years Filed as: VIRGINIA OLSEN Service code 30 · EIN 22-2586287 | Employee (plan) | $25,594 |
CLEARY, JOSEM & TRIGIANI LLP7 years Service code 29 · EIN 23-2657967 325 CHESTNUT STREET SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $23,044 |
JOAN SANDOVAL1 year Filed as: JOAN BARRETT Service code 30 · EIN 22-2586287 | Employee (plan) | $6,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $86,897-100.0% | $151,611-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 87.5%-87.5pp | 71.5%-71.5pp |
| Annual return | -11.66% | -3.57%-8.1pp | 3.33%-15.0pp | 32.82%-44.5pp |
| Employer contribution / active EE | $14,340 | $4,010+257.6% | $6,166+132.6% | $2,506+472.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |