| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $129,718 |
Service code 51 · EIN 51-0303390 | Investment Mgmt Fees | $64,072 |
TOWER BRIDGE ADVISORS2 years Service code 51 · EIN 23-3096014 | Investment Mgmt Fees | $12,470 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $462,791 | $88,122+425.2% | $141,200+227.8% | $67,584+584.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 4.95% | 75.40%-70.4pp | 71.41%-66.5pp | 378.59%-373.6pp |
| Employer contribution / active EE | $15,901 | $3,224+393.1% | $4,736+235.7% | $2,148+640.3% |
| Participant deferral / active EE | $10,899 | $5,958+82.9% | $6,710+62.4% | $3,540+207.9% |
| Admin fee / account holder | $340 | $131+159.5% | $10,265-96.7% | $142+138.7% |