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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $118,169 |
CARDAY ASSOCIATES2 years Filed as: CARDAY ASSOCIATES INC (BENESYS) Service code 13 · EIN 53-0257019 | Contract Administrator | $27,309 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,500 |
DAHAB ASSOCIATES7+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $12,741 |
Filed as: MOONEY, GREEN, BAKER, & SAINDON,MUR Service code 29 · EIN 52-1958229 | Legal | $10,625 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $7,613 |
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 | $10,615 | $76,774-86.2% | $112,263-90.5% | $77,906-86.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -9.53% | -10.25%+0.7pp | 27.49%-37.0pp | 12.16%-21.7pp |
| Employer contribution / active EE | $1,565 | $3,977-60.6% | $3,636-57.0% | $2,846-45.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $100 | $239-58.3% | $6,410-98.4% | $133-24.9% |