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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $302,991 |
1974 PENSION TRUST2+ years Service code 10 · EIN 52-6150908 | Accounting | $55,180 |
BOND BROTHERS2+ years Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $29,780 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $8,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,739 | $82,683-60.4% | $133,975-75.6% | $65,292-49.9% |
| Participation rate | 85.8% | 87.3%-1.6pp | 87.1%-1.3pp | 72.4%+13.3pp |
| Annual return | 6.76% | 9.63%-2.9pp | 29.29%-22.5pp | 11.84%-5.1pp |
| Employer contribution / active EE | $1,175 | $3,583-67.2% | $5,211-77.4% | $2,302-48.9% |
| Participant deferral / active EE | $951 | $5,190-81.7% | $6,282-84.9% | $3,579-73.4% |
| Admin fee / account holder | $57 | $66-13.7% | $9,324-99.4% | $57-1.1% |