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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $104,954 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 28 · EIN 63-1207374 | Investment Management | $12,500 |
KATZ, SAPPER & MILLER1+ years Filed as: KATZ SAPPER MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $12,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -4.49% | -0.81%-3.7pp | -2.90%-1.6pp | 2.81%-7.3pp |
| Employer contribution / active EE | $5,676 | $22,644-74.9% | $27,990-79.7% | $16,358-65.3% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |