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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIRE INS AND ANNY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $76,486 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 10 · EIN 52-1590516 | Accounting | $31,524 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $28,000 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $17,500 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $16,550 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $12,758 |
MAY OBERFELL LORBER1 year Filed as: MAY, OBERFELL, LORBER Service code 29 4100 EDISON LAKES PARKWAY, STE 100 · MISHAWAKA, IN 46545 | Legal | $10,263 |
L.M. HENDERSON & COMPANY, LLP8+ years Filed as: L.M. HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $9,089 |
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 | $168,067 | $93,010+80.7% | $96,538+74.1% | $74,473+125.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 8.16% | 37.50%-29.3pp | 35.74%-27.6pp | 34.36%-26.2pp |
| Employer contribution / active EE | $9,945 | $3,427+190.2% | $3,740+165.9% | $2,638+276.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $378 | $633-40.4% | $6,737-94.4% | $347+8.8% |