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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE AN Service code 15 · EIN 06-1050034 | Recordkeeping | $105,776 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $43,728 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,650 |
BREDHOFF & KAISER4+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $15,533 |
THE SEGAL COMPANY4+ years Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,000 |
UNION INSURANCE GROUP4+ years Service code 23 · EIN 36-4226088 | Insurance services | $9,600 |
Filed as: AFL-CIO Service code 10 · EIN 53-0228172 | Accounting | $8,741 |
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 | $76,725 | $43,999+74.4% | $79,466-3.5% | $55,725+37.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -1.24% | 1.81%-3.1pp | 718.28%-719.5pp | 244.93%-246.2pp |
| Employer contribution / active EE | $743 | $1,830-59.4% | $2,800-73.5% | $2,078-64.2% |
| Participant deferral / active EE | $5,161 | $2,538+103.3% | $3,704+39.3% | $3,356+53.8% |
| Admin fee / account holder | $166 | $118+40.8% | $5,104-96.8% | $115+43.7% |