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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE AN Service code 99 · EIN 06-1050034 | Other Fees | $84,453 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $45,720 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $43,400 |
BREDHOFF & KAISER8+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $13,271 |
THE SEGAL COMPANY8+ years Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,000 |
Filed as: AFL-CIO Service code 14 · EIN 52-1417400 | Plan Administrator | $5,982 |
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 | $90,667 | $47,766+89.8% | $82,744+9.6% | $64,819+39.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -15.80% | -13.06%-2.7pp | 702.22%-718.0pp | 32.84%-48.6pp |
| Employer contribution / active EE | $857 | $2,182-60.7% | $3,008-71.5% | $2,507-65.8% |
| Participant deferral / active EE | $5,451 | $3,332+63.6% | $4,395+24.0% | $4,311+26.5% |
| Admin fee / account holder | $158 | $143+10.8% | $5,325-97.0% | $188-15.7% |