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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE AN Service code 15 · EIN 06-1050034 | Recordkeeping | $150,694 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1835864 | Consulting | $62,008 |
BREDHOFF & KAISER2+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 805 FIFTEENTH STREET N.W. · WASHINGTON, DC 200052207 | Legal | $27,386 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $24,763 |
UNION INSURANCE GROUP2+ years Service code 23 303 W ERIE ST. SUITE 310 · CHICAGO, IL 60654 | Insurance services | $10,577 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 49 · EIN 36-3555078 | Other Services | $10,000 |
Filed as: AFL-CIO Service code 10 · EIN 53-0228172 | Accounting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,934 | $39,859+72.9% | $78,676-12.4% | $57,658+19.6% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 7.02% | 18.96%-11.9pp | 62.19%-55.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $602 | $1,786-66.3% | $2,850-78.9% | $1,974-69.5% |
| Participant deferral / active EE | $4,906 | $2,248+118.2% | $3,517+39.5% | $3,061+60.3% |
| Admin fee / account holder | $222 | $76+191.5% | $4,510-95.1% | $95+134.9% |