| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 52-1042609 | Other Fees | $356,392 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $242,775 |
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $106,701 |
ABATO, RUBENSTEIN & ABATO4+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $77,467 |
WEYRICH, CRONIN & SORRA, LLC2 years Service code 10 · EIN 81-4643077 | Accounting | $35,362 |
CHUBB2 years Service code 22 · EIN 13-1963496 | Insurance Broker | $35,184 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $14,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 | Insurance Commissions | $2,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,467 | $60,396+25.0% | $83,831-10.0% | $75,289+0.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.80% | 3.84%-8.6pp | 850.99%-855.8pp | -0.04%-4.8pp |
| Employer contribution / active EE | $4,792 | $3,343+43.4% | $3,631+32.0% | $2,405+99.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $180 | $141+27.2% | $5,479-96.7% | $102+75.6% |