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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 19 · EIN 06-1050034 | Securities Custodian | $117,733 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $111,418 |
BASYS3 years Filed as: BASYS, INC Service code 15 3700 KOPPERS ST, SUITE 400 · BALTIMORE, MD 21227 | Recordkeeping | $78,039 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $62,590 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $56,785 |
T. JESIONSKI5+ years Service code 30 · EIN 36-2261990 | Employee (plan) | $33,870 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO CONSULTING Service code 17 · EIN 36-3555078 | Pension Consulting | $25,000 |
GEORGES SMETANA1 year Filed as: GEORGES AND SYNOWEICKI Service code 29 · EIN 36-3246372 | Legal | $13,714 |
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 | $115,476 | $81,719+41.3% | $101,275+14.0% | $90,274+27.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 3.62% | 337.64%-334.0pp | 46.46%-42.8pp | 53.97%-50.4pp |
| Employer contribution / active EE | $8,364 | $3,622+130.9% | $3,660+128.5% | $2,523+231.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $231 | $162+42.9% | $5,948-96.1% | $114+102.9% |