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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $25,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,960 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $151,170 | $46,732+223.5% | $156,551-3.4% | $55,167+174.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -3.29% | 17.72%-21.0pp | 32.23%-35.5pp | 169.23%-172.5pp |
| Employer contribution / active EE | $6,984 | $2,105+231.8% | $5,501+27.0% | $1,963+255.8% |
| Participant deferral / active EE | $6,094 | $2,204+176.5% | $4,871+25.1% | $3,054+99.5% |
| Admin fee / account holder | $129 | $418-69.2% | $13,028-99.0% | $504-74.4% |