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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK3+ years Service code 11 · EIN 31-1227755 | Actuarial | $175,290 |
Filed as: PRUDENTIAL Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $75,948 |
Service code 22 · EIN 23-1503749 | Insurance Broker | $47,868 |
LISKO AND LEWIS1 year Service code 29 · EIN 72-1134245 | Legal | $17,919 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -22.20% | 0.10%-22.3pp | -4.80%-17.4pp | -14.65%-7.6pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |