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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS3 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,803,932 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $911,510 |
JOSE COLIN9+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $163,761 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $124,432 |
CHERIE FRANKLIN4 years Service code 30 · EIN 36-6155778 | Employee (plan) | $97,671 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $94,522 |
LISA LINDAUER9+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $87,628 |
CJBS, LLC5 years Service code 10 · EIN 36-3524803 | Accounting | $84,733 |
TAYLOR SECURITIES1 year Filed as: TAYLOR ZITKUS Service code 30 · EIN 36-6155778 | Employee (plan) | $77,048 |
ARNOLD & KADJAN9+ years Filed as: ARNOLD & KADJAN LLP Service code 29 · EIN 36-2498571 | Legal | $76,469 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 12.01% | 10.13%+1.9pp | 78.62%-66.6pp | 9.11%+2.9pp |
| Employer contribution / active EE | $15,609 | $13,162+18.6% | $31,646-50.7% | $12,231+27.6% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |