Filed December 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $47,131 |
Filed as: CAMBRIDGE INVESTEMENT RESEARCH ADVI Service code 27 · EIN 20-1665305 | Advisory (Plan) | $10,084 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $87,139 | $58,292+49.5% | $86,640+0.6% | $71,511+21.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 12.69% | 21.63%-8.9pp | 592.52%-579.8pp | 28.86%-16.2pp |
| Employer contribution / active EE | $1,838 | $2,574-28.6% | $3,024-39.2% | $2,589-29.0% |
| Participant deferral / active EE | $4,184 | $3,438+21.7% | $4,438-5.7% | $4,291-2.5% |
| Admin fee / account holder | $374 | $1,057-64.6% | $5,616-93.3% | $1,588-76.5% |