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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIRE INS AND ANNY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $62,241 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 10 · EIN 52-1590516 | Accounting | $30,677 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $26,757 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,667 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $17,000 |
Service code 29 · EIN 35-1640372 | Legal | $7,755 |
L.M. HENDERSON & COMPANY, LLP5+ years Filed as: L.M. HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $6,500 |
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 | $136,152 | $52,722+158.2% | $90,461+50.5% | $73,412+85.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 5.73% | 20.70%-15.0pp | 1294.76%-1289.0pp | 59.30%-53.6pp |
| Employer contribution / active EE | $7,397 | $1,872+295.2% | $3,264+126.6% | $2,234+231.1% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $358 | $117+206.1% | $5,617-93.6% | $158+126.5% |