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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $62,593 |
CARDAY ASSOCIATES3 years Service code 13 · EIN 53-0257019 | Contract Administrator | $25,193 |
DAHAB ASSOCIATES4+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $10,469 |
WEYRICH, CRONIN & SORRA, LLC2 years Filed as: WEYRICH CORINN & SORRA, LLC Service code 10 · EIN 81-4643077 | Accounting | $8,907 |
Filed as: MOONEY, GREEN, BAKER & SAINDON, MUR Service code 29 · EIN 52-1958229 | Legal | $8,472 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $685 |
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 | $12,770 | $66,051-80.7% | $92,915-86.3% | $77,775-83.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 3.51% | 20.69%-17.2pp | 109.45%-105.9pp | 32.58%-29.1pp |
| Employer contribution / active EE | $1,379 | $3,426-59.7% | $3,653-62.3% | $2,504-44.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $71 | $148-51.9% | $5,796-98.8% | $100-29.0% |