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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $236,289 |
1974 PENSION TRUST3+ years Service code 10 · EIN 52-6150908 | Accounting | $52,152 |
BOND BROTHERS3+ years Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $25,236 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $5,782 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $5,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $54,676 | $89,274-38.8% | $149,721-63.5% | $77,958-29.9% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 11.94% | 20.36%-8.4pp | 1501.67%-1489.7pp | 20.87%-8.9pp |
| Employer contribution / active EE | $3,262 | $3,727-12.5% | $5,444-40.1% | $2,310+41.2% |
| Participant deferral / active EE | $1,830 | $5,382-66.0% | $6,568-72.1% | $3,537-48.3% |
| Admin fee / account holder | $124 | $240-48.4% | $11,282-98.9% | $97+27.1% |