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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INSURANCE & ANN CO Service code 19 · EIN 06-1050034 THREE GATEWAY CTR, 14TH F · NEWARK, NJ 071024077 | Securities Custodian | $83,668 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $39,542 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0210528 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $19,678 |
SALTER & COMPANY, LLC1 year Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 4600 EAST-WEST HWY 300 · BETHESDA, MD 20814 | Accounting | $9,618 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,724 | $54,392-72.9% | $84,753-82.6% | $63,975-77.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.00% | 611.38%-606.4pp | 22.78%-17.8pp | 48.65%-43.6pp |
| Employer contribution / active EE | $1,208 | $2,943-59.0% | $3,574-66.2% | $2,182-44.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $133 | $136-2.0% | $5,333-97.5% | $70+89.1% |