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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $275,639 |
Service code 37 · EIN 84-0467907 | Loan Processing | $249,936 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $174,916 |
GRAY, GRAY & GRAY1 year Filed as: GRAY GRAY & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $25,113 |
HOLDER LAW GROUP LLC1 year Service code 29 · EIN 81-0566008 | Legal | $8,550 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $45,810 | $73,367-37.6% | $90,782-49.5% | $73,367-37.6% |
| Participation rate | 92.1% | 69.5%+22.6pp | 82.7%+9.4pp | 69.5%+22.6pp |
| Annual return | -2.42% | 173.45%-175.9pp | -3.42%+1.0pp | 173.45%-175.9pp |
| Employer contribution / active EE | $618 | $2,499-75.3% | $4,105-85.0% | $2,499-75.3% |
| Participant deferral / active EE | $3,781 | $4,033-6.3% | $5,366-29.5% | $4,033-6.3% |
| Admin fee / account holder | $53 | $68-22.4% | $5,908-99.1% | $68-22.4% |