| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $341,346 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $29,710 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,667 |
PENSION ASSURANCE LLP3 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $12,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,664 | $130,052-60.3% | $86,717-40.4% | $77,906-33.7% |
| Participation rate | 94.8% | 85.9%+8.8pp | 76.6%+18.2pp | 73.7%+21.1pp |
| Annual return | -13.50% | -12.73%-0.8pp | 35.97%-49.5pp | 12.16%-25.7pp |
| Employer contribution / active EE | $1,480 | $3,214-53.9% | $2,837-47.8% | $2,846-48.0% |
| Participant deferral / active EE | $3,758 | $5,741-34.5% | $4,657-19.3% | $4,805-21.8% |
| Admin fee / account holder | $97 | $132-26.6% | $7,494-98.7% | $133-27.0% |