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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $201,582 |
1974 PENSION TRUST9+ years Service code 10 · EIN 52-6150908 | Accounting | $81,966 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $35,540 |
MMA SECURITIES LLC1 year Filed as: MARSH USA, INC Service code 22 · EIN 36-1436000 | Insurance Broker | $32,229 |
Filed as: MICHAEL KEATON Service code 16 2121 K STREET N.W. SUITE 350 · WASHINGTON, DC 20037 | Consulting | $12,618 |
KELLY PRESS INC9+ years Service code 49 · EIN 52-0975591 | Other Services | $12,034 |
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 | $42,776 | $126,111-66.1% | $142,516-70.0% | $80,169-46.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 76.8%+23.2pp | 72.9%+27.1pp |
| Annual return | 15.45% | 23.39%-7.9pp | 20.03%-4.6pp | 40.39%-24.9pp |
| Employer contribution / active EE | $7,468 | $6,430+16.1% | $4,849+54.0% | $2,978+150.7% |
| Participant deferral / active EE | $2,193 | $7,822-72.0% | $6,280-65.1% | $5,016-56.3% |
| Admin fee / account holder | $73 | $92-21.1% | $10,008-99.3% | $145-49.7% |