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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $424,531 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,750 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $21,250 |
BAKER TILLY US, LLP1+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 15 · EIN 75-2919818 | Recordkeeping | $15,035 |
CHIMENTO AND WEBB PC1+ years Filed as: CHIMENTO AND WEBB, PC Service code 29 · EIN 47-1507939 | Legal | $6,518 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,404 | $67,505-31.3% | $81,367-43.0% | $67,505-31.3% |
| Participation rate | 90.8% | 71.2%+19.6pp | 82.3%+8.5pp | 71.2%+19.6pp |
| Annual return | 2.59% | 6.52%-3.9pp | -0.92%+3.5pp | 6.52%-3.9pp |
| Employer contribution / active EE | $1,277 | $2,173-41.2% | $3,930-67.5% | $2,173-41.2% |
| Participant deferral / active EE | $3,666 | $3,597+1.9% | $5,383-31.9% | $3,597+1.9% |
| Admin fee / account holder | $51 | $56-9.0% | $8,926-99.4% | $56-9.0% |