| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $138,923 |
Service code 51 · EIN 51-0303390 | Investment Mgmt Fees | $75,396 |
MITCHELL SINKLER & STARR1 year Service code 51 · EIN 23-1856832 | Investment Mgmt Fees | $27,668 |
TOWER BRIDGE ADVISORS3 years Service code 51 · EIN 23-3096014 | Investment Mgmt Fees | $6,752 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,465 |
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 | $484,082 | $100,801+380.2% | $149,751+223.3% | $73,415+559.4% |
| Participation rate | 86.8% | 77.7%+9.1pp | 82.5%+4.3pp | 72.2%+14.7pp |
| Annual return | 2.24% | 265.34%-263.1pp | 276.71%-274.5pp | 59.30%-57.1pp |
| Employer contribution / active EE | $15,049 | $3,312+354.4% | $4,646+223.9% | $2,234+573.7% |
| Participant deferral / active EE | $10,486 | $6,404+63.7% | $6,843+53.2% | $3,806+175.5% |
| Admin fee / account holder | $371 | $181+105.4% | $9,312-96.0% | $158+135.2% |