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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 | $49,535 |
MARYLYNN ZIPPLE3+ years Service code 30 · EIN 23-6737793 1 PHILADELPHIA AVENUE · EGG HARBOR CITY, NJ 082151168 | Employee (plan) | $37,286 |
KOSMERL & COMPANY, P.C.3+ years Filed as: KOSMERL & CO., P.C. Service code 10 · EIN 23-2872012 535 N. 5TH STREET · READING, PA 19601 | Accounting | $21,156 |
WILLIG, WILLIAMS & DAVIDSON3+ years Service code 29 · EIN 23-2416488 1845 WALNUT ST 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $18,953 |
MR. MICROCHIP3+ years Filed as: MR. MICROCHIP SOFTWARE CENTER, INC. Service code 15 · EIN 59-3084068 1975 HEMPSTEAD TPKE, 406 · EAST MEDOW, NY 11554 | Recordkeeping | $9,192 |
QUANTELLIGENT SOLUTIONS, LLC2 years Service code 27 · EIN 20-5959585 6 MINNEAKONING ROAD · FLEMINGTON, NJ 08822 | Advisory (Plan) | $7,500 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $6,321 |
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 | $10,041 | $71,666-86.0% | $117,860-91.5% | $69,631-85.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 6.67% | 18.86%-12.2pp | 335.10%-328.4pp | 27571.02%-27564.4pp |
| Employer contribution / active EE | $2,951 | $1,889+56.2% | $3,786-22.0% | $2,032+45.2% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $90 | $120-25.4% | $8,021-98.9% | $110-18.7% |