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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $110,008 |
BUFFI GASS1 year Service code 14 · EIN 43-1758027 | Plan Administrator | $31,661 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
CONNER ASH, P.C.2 years Service code 10 · EIN 43-1012822 | Accounting | $22,555 |
SCHUCHAT, COOK & WERNER1 year Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 | Legal | $16,985 |
MUELLER PROST1 year Filed as: MUELLER PROST LC Service code 10 · EIN 43-1594752 | Accounting | $16,250 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 72 | Other investment fees and expenses | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,927 | $221,442-79.3% | $92,240-50.2% | $77,958-41.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.17% | 15.65%-0.5pp | 176.29%-161.1pp | 20.87%-5.7pp |
| Employer contribution / active EE | $672 | $3,226-79.2% | $3,680-81.7% | $2,310-70.9% |
| Participant deferral / active EE | $1,658 | $2,779-40.4% | $3,897-57.5% | $3,537-53.1% |
| Admin fee / account holder | $95 | $210-54.7% | $5,194-98.2% | $97-2.6% |