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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $159,317 |
1974 PENSION TRUST6+ years Service code 10 · EIN 52-6150908 | Accounting | $98,281 |
MMA SECURITIES LLC2 years Filed as: MARSH USA Service code 22 · EIN 36-1436000 | Insurance Broker | $36,673 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $34,660 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $4,569 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,842 | $130,084-73.2% | $138,135-74.8% | $90,274-61.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 78.7%+21.3pp | 73.4%+26.6pp |
| Annual return | 9.65% | 14.63%-5.0pp | 20.51%-10.9pp | 53.97%-44.3pp |
| Employer contribution / active EE | $3,365 | $5,865-42.6% | $5,587-39.8% | $2,523+33.4% |
| Participant deferral / active EE | $1,404 | $7,099-80.2% | $6,431-78.2% | $4,231-66.8% |
| Admin fee / account holder | $74 | $187-60.1% | $11,856-99.4% | $114-34.8% |