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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $40,050 |
CARDAY ASSOCIATES1 year Service code 13 · EIN 53-0257019 | Contract Administrator | $24,699 |
Filed as: MOONEY, GREEN, BAKER & SAINDON, MUR Service code 29 · EIN 52-1958229 | Legal | $14,621 |
DAHAB ASSOCIATES2+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $9,231 |
Filed as: DANIEL A. WINTERS & COMPANY, CPA'S Service code 10 · EIN 23-2586736 | Accounting | $5,925 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $136 |
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 | $12,543 | $60,545-79.3% | $92,240-86.4% | $69,631-82.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 9.41% | 19.71%-10.3pp | 176.29%-166.9pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $3,385 | $2,633+28.5% | $3,680-8.0% | $2,032+66.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $74 | $145-48.9% | $5,194-98.6% | $110-33.0% |