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| Provider | Service type | Compensation |
|---|---|---|
KRONICK KALADA BERDY & CO., P.C.2+ years Filed as: KRONICK, KALADA, BERDY & CO. P.C. Service code 10 · EIN 23-2667890 | Accounting | $6,675 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $1,130 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,072 | $56,894-36.6% | $84,753-57.4% | $62,881-42.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.29% | 6.30%-2.0pp | 22.78%-18.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $142 | $2,400-94.1% | $3,574-96.0% | $2,281-93.8% |
| Participant deferral / active EE | $2,142 | $2,709-21.0% | $3,712-42.3% | $3,203-33.1% |
| Admin fee / account holder | $78 | $3,581-97.8% | $5,333-98.5% | $4,296-98.2% |