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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $31,293 |
CARDAY ASSOCIATES1+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $25,575 |
Filed as: MOONEY, GREEN, BAKER & SAINDON Service code 29 · EIN 52-1958229 | Legal | $14,527 |
Service code 10 · EIN 23-2586736 | Accounting | $8,636 |
DAHAB ASSOCIATES1+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $8,453 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $352 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,428 | $57,921-64.7% | $84,753-75.9% | $57,658-64.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 0.22% | 10.24%-10.0pp | 22.78%-22.6pp | 5.13%-4.9pp |
| Employer contribution / active EE | $1,963 | $2,598-24.4% | $3,574-45.1% | $1,974-0.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $141 | $130+8.8% | $5,333-97.4% | $95+49.2% |