| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $143,818 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,633 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $65,490 | $78,852-16.9% | $76,768-14.7% | $75,289-13.0% |
| Participation rate | 96.7% | 85.0%+11.7pp | 77.0%+19.7pp | 72.4%+24.3pp |
| Annual return | -4.07% | -1.29%-2.8pp | 2.43%-6.5pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,475 | $2,794-47.2% | $2,485-40.7% | $2,405-38.7% |
| Participant deferral / active EE | $4,134 | $4,800-13.9% | $3,852+7.3% | $3,739+10.6% |
| Admin fee / account holder | $88 | $79+11.7% | $6,676-98.7% | $102-13.7% |