Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $136,186 |
BUKATY COMPANIES O'RENICK WEALTH2+ years Filed as: BUKATY COMPANIES Service code 17 · EIN 43-1451524 | Pension Consulting | $45,000 |
NYHART2+ years Service code 13 · EIN 35-0966414 | Contract Administrator | $33,446 |
BKD, LLP2+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,456 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $11,608 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE INSTITUTIONAL Service code 33 PO BOX 2226 · OMAHA, NE 681032226 | Other investment fees and expenses; S... | $2,753 |
Filed as: THE PRUDENTIAL INS CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $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 | $233,519 | $46,732+399.7% | $156,551+49.2% | $55,167+323.3% |
| Participation rate | 91.3% | 65.8%+25.5pp | 84.0%+7.3pp | 69.0%+22.3pp |
| Annual return | 8.75% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $12,131 | $2,105+476.3% | $5,501+120.5% | $1,963+518.1% |
| Participant deferral / active EE | $8,205 | $2,204+272.2% | $4,871+68.4% | $3,054+168.6% |
| Admin fee / account holder | $1,308 | $418+212.5% | $13,028-90.0% | $504+159.5% |