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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $109,260 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 23-2383171 | Contract Administrator | $25,955 |
WEYRICH, CRONIN & SORRA, LLC3 years Filed as: WEYRICH CORINN & SORRA, LLC Service code 10 · EIN 81-4643077 | Accounting | $13,473 |
DAHAB ASSOCIATES5+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $11,784 |
Filed as: MOONEY, GREEN, BAKER & SAINDON, MUR Service code 29 · EIN 52-1958229 | Legal | $9,909 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $106 |
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 | $9,904 | $81,719-87.9% | $101,275-90.2% | $90,274-89.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 1.98% | 337.64%-335.7pp | 46.48%-44.5pp | 53.97%-52.0pp |
| Employer contribution / active EE | $1,084 | $3,622-70.1% | $3,660-70.4% | $2,523-57.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $87 | $162-46.2% | $5,948-98.5% | $114-23.7% |