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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 10 · EIN 06-1050034 | Accounting | $173,547 |
1974 PENSION TRUST10+ years Service code 10 · EIN 52-6150908 | Accounting | $81,292 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $54,794 |
WITHUMSMITH+BROWN, PC6 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $35,458 |
MMA SECURITIES LLC2 years Filed as: MARSH USA, INC Service code 22 · EIN 36-1436000 | Insurance Broker | $26,925 |
KELLY PRESS INC10+ years Service code 49 · EIN 52-0975591 | Other Services | $5,923 |
Participant contribution per participant 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 | $47,458 | $139,767-66.0% | $153,741-69.1% | $200,096-76.3% |
| Participation rate | 73.1% | 85.1%-12.0pp | 77.1%-4.0pp | 72.0%+1.1pp |
| Annual return | 13.88% | 20.59%-6.7pp | 15.71%-1.8pp | 34.26%-20.4pp |
| Employer contribution / active EE | $4,962 | $6,517-23.9% | $5,042-1.6% | $3,038+63.4% |
| Participant deferral / active EE | $1,444 | $8,055-82.1% | $6,757-78.6% | $5,090-71.6% |
| Admin fee / account holder | $82 | $98-16.2% | $12,749-99.4% | $269-69.5% |