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| Provider | Service type | Compensation |
|---|---|---|
GOLDSTEIN AND PRICE, L.C.10+ years Service code 29 · EIN 32-0736088 | Legal | $84,988 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $69,354 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $65,194 |
M. J. MINTZ, P.C.10+ years Service code 29 · EIN 27-0134833 | Legal | $62,265 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST CONSULTANTS Service code 50 · EIN 11-2559669 | Direct Payment | $43,484 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $41,328 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 | Investment Management | $36,927 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $34,265 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $18,424 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 10.60% | 11.79%-1.2pp | 10.53%+0.1pp | 8.21%+2.4pp |
| Employer contribution / active EE | $0 | $19,735-100.0% | $26,797-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |