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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL REIREMENT INSURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $12,603 |
Filed as: FIDUCIARY INVESTMENT DVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,767 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,940 | $73,638+8.6% | $95,964-16.7% | $73,497+8.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 10.33% | 16.78%-6.4pp | 91.64%-81.3pp | 28.51%-18.2pp |
| Employer contribution / active EE | $1,032 | $1,863-44.6% | $2,541-59.4% | $2,270-54.6% |
| Participant deferral / active EE | $2,285 | $3,617-36.8% | $4,167-45.2% | $3,740-38.9% |
| Admin fee / account holder | $96 | $482-80.2% | $6,797-98.6% | $513-81.4% |