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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $71,522 |
BUKATY COMPANIES O'RENICK WEALTH1+ years Filed as: BUKATY COMPANIES Service code 17 · EIN 43-1451524 | Pension Consulting | $42,855 |
NYHART1+ years Service code 13 · EIN 35-0966414 | Contract Administrator | $33,591 |
BKD, LLP1+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,040 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $12,498 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 33 PO BOX 2226 · OMAHA, NE 681032226 | Other investment fees and expenses; S... | $1,229 |
Filed as: THE PRUDENTIAL INS CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $0 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AMER Service code 72 | Other investment fees and expenses | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,296 | $46,360+338.5% | $147,617+37.7% | $52,331+288.5% |
| Participation rate | 92.8% | 64.9%+27.9pp | 84.6%+8.2pp | 68.1%+24.7pp |
| Annual return | -0.15% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $11,449 | $2,126+438.5% | $5,564+105.8% | $1,882+508.5% |
| Participant deferral / active EE | $8,064 | $2,258+257.2% | $4,895+64.7% | $3,022+166.8% |
| Admin fee / account holder | $949 | $766+23.9% | $11,612-91.8% | $592+60.4% |