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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT Service code 13 · EIN 03-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Contract Administrator | $164,594 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 338 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $48,000 |
EDWARDS AND LEATHERS, P.C.3+ years Service code 10 · EIN 20-8739519 P.O. BOX 860 · BAYTOWN, TX 77522 | Accounting | $16,987 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO Service code 16 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Consulting | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,537 | $221,442-93.4% | $92,240-84.2% | $77,958-81.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 9.11% | 15.65%-6.5pp | 176.29%-167.2pp | 20.87%-11.8pp |
| Employer contribution / active EE | $876 | $3,226-72.8% | $3,680-76.2% | $2,310-62.1% |
| Participant deferral / active EE | $302 | $2,779-89.1% | $3,897-92.3% | $3,537-91.5% |
| Admin fee / account holder | $43 | $210-79.6% | $5,194-99.2% | $97-56.1% |