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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS. ANNUITY Service code 28 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Investment Management | $48,802 |
MARYLYNN ZIPPLE2+ years Service code 30 · EIN 23-6737793 1 PHILADELPHIA AVENUE · EGG HARBOR CITY, NJ 082151168 | Employee (plan) | $37,989 |
KOSMERL & COMPANY, P.C.2+ years Filed as: KOSMERL & CO., P.C. Service code 10 · EIN 23-2872012 535 N. 5TH STREET · READING, PA 19601 | Accounting | $21,681 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 1845 WALNUT ST 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $16,973 |
MR. MICROCHIP2+ years Filed as: MR. MICROCHIP SOFTWARE CENTER, INC. Service code 15 · EIN 59-3084068 1975 HEMPSTEAD TPKE, 406 · EAST MEDOW, NY 11554 | Recordkeeping | $9,170 |
Service code 27 · EIN 20-5959585 6 MINNEAKONING ROAD · FLEMINGTON, NJ 08822 | Advisory (Plan) | $5,700 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $5,614 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,514 | $107,378-91.1% | $108,582-91.2% | $57,658-83.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 4.36% | 12.80%-8.4pp | -51.70%+56.1pp | 5.13%-0.8pp |
| Employer contribution / active EE | $2,779 | $1,782+56.0% | $3,758-26.0% | $1,974+40.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $90 | $108-17.1% | $7,645-98.8% | $95-4.8% |