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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $40,000 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINAL PENSION LLC Service code 10 · EIN 46-0570503 | Accounting | $32,459 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $31,000 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $11,459 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $9,630 | $76,774-87.5% | $112,249-91.4% | $77,906-87.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.79% | -10.25%-3.5pp | 27.48%-41.3pp | 12.16%-25.9pp |
| Employer contribution / active EE | $269 | $3,977-93.2% | $3,636-92.6% | $2,846-90.5% |
| Participant deferral / active EE | $271 | $3,778-92.8% | $4,729-94.3% | $4,805-94.4% |
| Admin fee / account holder | $99 | $239-58.5% | $6,412-98.5% | $133-25.3% |