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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $43,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,453 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,947 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $195,667 | $47,977+307.8% | $154,108+27.0% | $56,289+247.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 15.96% | 3.54%+12.4pp | 735.21%-719.2pp | -9.96%+25.9pp |
| Employer contribution / active EE | $11,079 | $2,169+410.9% | $5,298+109.1% | $2,111+424.8% |
| Participant deferral / active EE | $6,774 | $2,392+183.2% | $5,081+33.3% | $3,350+102.2% |
| Admin fee / account holder | $176 | $438-59.7% | $13,411-98.7% | $521-66.1% |