| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 52-1042609 | Other Fees | $317,476 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $195,162 |
ABATO, RUBENSTEIN & ABATO2+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $112,728 |
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $100,003 |
WEYRICH, CRONIN & SORRA, LLC2+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $22,235 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $14,000 |
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 19 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $5,142 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 | Insurance Commissions | $2,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,141 | $54,392+47.3% | $84,753-5.4% | $63,975+25.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.99% | 611.38%-604.4pp | 22.78%-15.8pp | 48.65%-41.7pp |
| Employer contribution / active EE | $4,573 | $2,943+55.4% | $3,574+27.9% | $2,182+109.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $211 | $136+55.3% | $5,333-96.0% | $70+199.5% |