| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $216,582 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,791 |
BRYAN CAVE LLP1 year Service code 27 · EIN 43-0602162 | Advisory (Plan) | $21,430 |
Service code 49 · EIN 30-0840934 | Other Services | $9,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,127 | $105,173-28.6% | $87,102-13.7% | $77,775-3.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 19.08% | 24.52%-5.4pp | 28.19%-9.1pp | 32.58%-13.5pp |
| Employer contribution / active EE | $1,729 | $2,890-40.2% | $2,521-31.4% | $2,504-30.9% |
| Participant deferral / active EE | $4,588 | $5,048-9.1% | $4,048+13.3% | $3,966+15.7% |
| Admin fee / account holder | $141 | $105+34.9% | $7,493-98.1% | $100+40.9% |