| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $93,642 |
Service code 10 · EIN 26-0058143 | Accounting | $21,918 |
BRYAN CAVE LLP6+ years Service code 10 · EIN 43-0602162 | Accounting | $10,381 |
PENSION ASSURANCE LLP1 year Service code 27 · EIN 30-0840934 | Advisory (Plan) | $8,800 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,854 | $176,471-4.9% | $95,968+74.9% | $90,274+85.9% |
| Participation rate | 97.4% | 86.6%+10.9pp | 77.1%+20.4pp | 73.4%+24.1pp |
| Annual return | 45.39% | 20.15%+25.2pp | 91.65%-46.3pp | 53.97%-8.6pp |
| Employer contribution / active EE | $3,579 | $2,783+28.6% | $2,542+40.8% | $2,523+41.8% |
| Participant deferral / active EE | $7,142 | $5,325+34.1% | $4,167+71.4% | $4,231+68.8% |
| Admin fee / account holder | $327 | $154+112.1% | $6,798-95.2% | $114+186.7% |