| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $93,642 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,918 |
BRYAN CAVE LLP5+ years Service code 27 · EIN 43-0602162 | Advisory (Plan) | $10,381 |
Service code 49 · EIN 30-0840934 | Other Services | $8,800 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $192,565 | $73,404+162.3% | $87,102+121.1% | $67,584+184.9% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.9%+21.0pp | 71.3%+26.6pp |
| Annual return | 21.55% | 48.29%-26.7pp | 28.19%-6.6pp | 378.59%-357.0pp |
| Employer contribution / active EE | $4,595 | $2,014+128.1% | $2,521+82.2% | $2,148+113.9% |
| Participant deferral / active EE | $7,995 | $3,913+104.3% | $4,048+97.5% | $3,540+125.9% |
| Admin fee / account holder | $130 | $142-8.4% | $7,493-98.3% | $142-8.9% |