| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $66,014 |
BRYAN CAVE LLP1 year Service code 27 · EIN 43-0602162 | Advisory (Plan) | $8,775 |
Service code 49 · EIN 30-0840934 | Other Services | $8,500 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,058 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant 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 | $42,886 | $73,404-41.6% | $87,102-50.8% | $67,584-36.5% |
| Participation rate | 86.9% | 80.9%+6.0pp | 76.9%+10.0pp | 71.3%+15.6pp |
| Annual return | 19.44% | 48.29%-28.9pp | 28.19%-8.8pp | 378.59%-359.2pp |
| Employer contribution / active EE | $540 | $2,014-73.2% | $2,521-78.6% | $2,148-74.9% |
| Participant deferral / active EE | $3,691 | $3,913-5.7% | $4,048-8.8% | $3,540+4.3% |
| Admin fee / account holder | $122 | $142-13.8% | $7,493-98.4% | $142-14.2% |