| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $110,488 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,101 |
PENSION ASSURANCE LLP4 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $12,500 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $12,071 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,650 | $104,544+62.3% | $96,564+75.7% | $80,187+111.6% |
| Participation rate | 98.8% | 86.4%+12.5pp | 76.0%+22.8pp | 72.9%+25.9pp |
| Annual return | 18.10% | 21.79%-3.7pp | 25.89%-7.8pp | 40.40%-22.3pp |
| Employer contribution / active EE | $4,256 | $3,527+20.7% | $2,967+43.5% | $2,980+42.8% |
| Participant deferral / active EE | $8,621 | $6,170+39.7% | $4,852+77.7% | $5,016+71.9% |
| Admin fee / account holder | $86 | $107-19.7% | $8,256-99.0% | $145-40.8% |