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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 27 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Advisory (Plan) | $79,190 |
CARDAY ASSOCIATES1+ years Service code 14 · EIN 52-0257019 7130 COLUMBIA GATEWAY DRIVE SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $69,014 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVENUE, NW · WASHINGTON, DC 20016 | Legal | $20,214 |
SALTER & COMPANY, LLC1+ years Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 4600 EAST WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $14,237 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,272 | $80,354-76.0% | $133,975-85.6% | $63,975-69.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 2.65% | 13.11%-10.5pp | 29.29%-26.6pp | 48.65%-46.0pp |
| Employer contribution / active EE | $3,522 | $3,503+0.5% | $5,211-32.4% | $2,182+61.4% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $175 | $69+153.0% | $9,324-98.1% | $70+149.0% |