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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $228,690 |
1974 PENSION TRUST7+ years Service code 10 · EIN 52-6150908 | Accounting | $98,238 |
MMA SECURITIES LLC3 years Filed as: MARSH USA Service code 22 · EIN 36-1436000 | Insurance Broker | $43,302 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $36,322 |
KELLY PRESS INC7+ years Service code 49 · EIN 52-0975591 | Other Services | $12,040 |
VERIZON1 year Service code 49 · EIN 47-0751768 | Other Services | $5,002 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $4,999 |
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.
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 | $46,744 | $142,386-67.2% | $152,473-69.3% | $93,010-49.7% |
| Participation rate | 98.5% | 85.6%+12.9pp | 78.2%+20.3pp | 73.9%+24.6pp |
| Annual return | 15.38% | 18.07%-2.7pp | 757.59%-742.2pp | 158.70%-143.3pp |
| Employer contribution / active EE | $8,376 | $5,485+52.7% | $4,326+93.6% | $2,705+209.6% |
| Participant deferral / active EE | $2,397 | $6,872-65.1% | $5,817-58.8% | $4,561-47.4% |
| Admin fee / account holder | $97 | $108-9.6% | $15,811-99.4% | $152-35.7% |