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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) | $135,442 |
CARDAY ASSOCIATES5+ years Service code 14 · EIN 52-0257019 7130 COLUMBIA GATEWAY DRIVE SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $70,290 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $28,741 |
Service code 10 · EIN 58-2432390 12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940 | Accounting | $25,000 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814 | Accounting | $14,301 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $22,800 | $110,699-79.4% | $177,840-87.2% | $90,274-74.7% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 2.84% | 22.79%-19.9pp | 48.32%-45.5pp | 53.97%-51.1pp |
| Employer contribution / active EE | $3,156 | $4,118-23.4% | $5,919-46.7% | $2,523+25.0% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $461 | $90+412.2% | $12,431-96.3% | $114+304.2% |