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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $272,341 |
PRIAC1 year Service code 10 · EIN 06-1050034 | Accounting | $126,799 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $59,544 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $34,905 |
Filed as: BOND, SCHOEECK & KING,PLLC Service code 29 · EIN 27-0015651 | Legal | $9,544 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE AN Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,946 | $144,879-12.4% | $111,319+14.0% | $93,010+36.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 13.42% | 18.11%-4.7pp | 54.68%-41.3pp | 158.70%-145.3pp |
| Employer contribution / active EE | $5,480 | $3,052+79.5% | $2,732+100.6% | $2,705+102.6% |
| Participant deferral / active EE | $6,223 | $5,576+11.6% | $4,488+38.7% | $4,561+36.4% |
| Admin fee / account holder | $86 | $104-16.5% | $7,966-98.9% | $152-43.0% |