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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 3022 HIGHLAND PARKWAY, STE 650 · DOWNERS GROVE, IL 60515 | Recordkeeping | $32,018 |
BERKSHIRE ASSET MANAGEMENT4 years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $25,356 |
Service code 13 · EIN 54-0759756 PO BOX 1769 · SALEM, VA 24153 | Contract Administrator | $24,000 |
O'DONOGHUE & O'DONOGHUE2 years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW, STE 800 · WASHINGTON, DC 20015 | Legal | $14,190 |
ALAN ROSS & COMPANY, PC7+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,558 | $111,491+26.1% | $189,537-25.8% | $86,821+61.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 9.75% | 83.50%-73.7pp | 555.34%-545.6pp | 97.94%-88.2pp |
| Employer contribution / active EE | $5,191 | $3,951+31.4% | $6,161-15.7% | $2,406+115.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $303 | $189+60.7% | $12,048-97.5% | $170+78.8% |