| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 52-1042609 | Other Fees | $367,961 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $247,168 |
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $106,657 |
ABATO, RUBENSTEIN & ABATO5+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $76,460 |
WEYRICH, CRONIN & SORRA, LLC3 years Service code 10 · EIN 81-4643077 | Accounting | $44,019 |
CHUBB3 years Service code 22 · EIN 13-1963496 | Insurance Broker | $34,455 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $14,000 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 | Insurance Commissions | $1,989 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,233 | $66,051+35.1% | $92,916-4.0% | $77,775+14.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 20.59% | 20.69%-0.1pp | 109.45%-88.9pp | 32.58%-12.0pp |
| Employer contribution / active EE | $4,789 | $3,426+39.8% | $3,654+31.1% | $2,504+91.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $169 | $148+14.6% | $5,796-97.1% | $100+69.3% |