| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 52-1042609 | Other Fees | $316,210 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $194,435 |
ABATO, RUBENSTEIN & ABATO1+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $100,960 |
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $98,043 |
WEYRICH, CRONIN & SORRA, LLC1+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $23,827 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 17 · EIN 36-3555078 | Pension Consulting | $14,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,875 | $55,516+34.9% | $75,784-1.2% | $59,188+26.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -0.51% | -1.89%+1.4pp | 9.68%-10.2pp | 5.51%-6.0pp |
| Employer contribution / active EE | $4,305 | $2,604+65.4% | $3,323+29.5% | $2,098+105.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $202 | $110+83.4% | $5,300-96.2% | $92+118.8% |