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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $216,718 |
Filed as: EMPOWER ANNUITY CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $89,703 |
CDS ADMINISTRATORS3 years Service code 13 5 HOT METAL ST, STE 200 · PITTSBURGH, PA 152032352 | Contract Administrator | $39,763 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT ST, 9TH FLOOR · BALTIMORE, MD 21202 | Consulting | $33,079 |
PACKER THOMAS10+ years Service code 10 · EIN 34-1667340 2815 WILMINGTON RD SUITE 2 · NEW CASTLE, PA 16105 | Accounting | $22,372 |
MEYER, UNKOVIC & SCOTT10+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $18,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,156 | $122,693-17.6% | $184,203-45.1% | $199,593-49.3% |
| Participation rate | 56.0% | 86.8%-30.8pp | 86.8%-30.9pp | 72.0%-16.0pp |
| Annual return | 16.00% | 143.91%-127.9pp | 28.81%-12.8pp | 34.25%-18.2pp |
| Employer contribution / active EE | $2,961 | $4,584-35.4% | $6,427-53.9% | $3,034-2.4% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $126 | $121+4.6% | $13,901-99.1% | $269-53.1% |