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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $120,837 |
BENESYS, INC.1 year Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $26,990 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $13,483 |
DAHAB ASSOCIATES8+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $10,528 |
Filed as: MOONEY, GREEN, BAKER, & SAINDON,MUR Service code 29 · EIN 52-1958229 | Legal | $8,289 |
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 | $12,154 | $88,479-86.3% | $96,515-87.4% | $80,157-84.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 6.66% | 22.53%-15.9pp | 35.73%-29.1pp | 40.39%-33.7pp |
| Employer contribution / active EE | $1,330 | $4,177-68.2% | $3,740-64.4% | $2,977-55.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $103 | $211-51.1% | $6,735-98.5% | $145-28.7% |