| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 52-1042609 | Advisory (Plan) | $490,089 |
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $109,745 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $108,247 |
ABATO, RUBENSTEIN & ABATO6+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $58,876 |
WEYRICH, CRONIN & SORRA, LLC4 years Service code 10 · EIN 81-4643077 | Accounting | $39,356 |
CHUBB4 years Service code 22 · EIN 13-1963496 | Insurance Broker | $24,999 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $14,000 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 | Insurance Commissions | $2,055 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,421 | $81,719+19.2% | $101,275-3.8% | $90,274+7.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 14.67% | 337.64%-323.0pp | 46.46%-31.8pp | 53.97%-39.3pp |
| Employer contribution / active EE | $4,726 | $3,622+30.5% | $3,660+29.1% | $2,523+87.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $279 | $162+72.1% | $5,948-95.3% | $114+144.3% |