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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) | $153,492 |
CARDAY ASSOCIATES2+ years Service code 14 · EIN 52-0257019 7130 COLUMBIA GATEWAY DRIVE SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $84,378 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $22,258 |
SALTER & COMPANY, LLC2+ years Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 4600 EAST WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $16,981 |
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 | $20,426 | $89,274-77.1% | $149,721-86.4% | $77,958-73.8% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 10.55% | 20.36%-9.8pp | 1501.67%-1491.1pp | 20.87%-10.3pp |
| Employer contribution / active EE | $3,099 | $3,727-16.8% | $5,444-43.1% | $2,310+34.1% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $251 | $240+4.6% | $11,282-97.8% | $97+157.8% |