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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS AND ANN Service code 11 · EIN 06-1050034 | Actuarial | $208,175 |
WILSON-MCSHANE CORPORATION4 years Filed as: WILSON-MSCHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $69,581 |
STAIRWAY PARTNERS, LLC1 year Filed as: STAIRWAY PARTNERS Service code 27 · EIN 20-1164360 | Advisory (Plan) | $67,282 |
ANDREW & BRANSKY, P.A4 years Service code 29 · EIN 41-1502219 | Legal | $33,910 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $28,500 |
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 27 · EIN 06-1055669 | Advisory (Plan) | $14,715 |
BAUMAN ASSOCIATES3 years Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $12,460 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -2.51% | 6.95%-9.5pp | 8.01%-10.5pp | 627.08%-629.6pp |
| Employer contribution / active EE | $9,631 | $11,635-17.2% | $29,475-67.3% | $18,824-48.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |