| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 52-1042609 | Other Fees | $330,726 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $217,707 |
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $102,003 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $83,896 |
CHUBB1 year Service code 22 · EIN 13-1963496 | Insurance Broker | $31,769 |
Service code 10 · EIN 81-4643077 | Accounting | $30,507 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $14,000 |
BMO HARRIS BANK NA2 years Filed as: M&T BANK Service code 19 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $5,088 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 | Insurance Commissions | $2,091 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,576 | $221,442-60.5% | $92,240-5.1% | $77,958+12.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.14% | 15.65%-0.5pp | 176.29%-161.2pp | 20.87%-5.7pp |
| Employer contribution / active EE | $4,356 | $3,226+35.0% | $3,680+18.4% | $2,310+88.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $200 | $210-4.8% | $5,194-96.2% | $97+105.0% |