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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS AND ANN Service code 11 · EIN 06-1050034 | Actuarial | $191,544 |
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON-MSCHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $53,131 |
ANDREW & BRANSKY, P.A3 years Service code 29 · EIN 41-1502219 | Legal | $31,273 |
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 27 · EIN 06-1055669 | Advisory (Plan) | $16,408 |
BAUMAN ASSOCIATES2 years Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $11,165 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 4.96% | 11.52%-6.6pp | 10.56%-5.6pp | 16.32%-11.4pp |
| Employer contribution / active EE | $10,287 | $11,821-13.0% | $30,197-65.9% | $17,007-39.5% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |