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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $102,149 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $55,582 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $29,893 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
SCHUCHAT, COOK & WERNER6+ years Service code 29 · EIN 43-0763010 | Legal | $20,644 |
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 | $56,177 | $81,719-31.3% | $101,264-44.5% | $90,274-37.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 13.51% | 337.64%-324.1pp | 46.48%-33.0pp | 53.97%-40.5pp |
| Employer contribution / active EE | $656 | $3,622-81.9% | $3,660-82.1% | $2,523-74.0% |
| Participant deferral / active EE | $1,877 | $3,310-43.3% | $4,370-57.1% | $4,231-55.6% |
| Admin fee / account holder | $90 | $162-44.4% | $5,947-98.5% | $114-21.1% |