| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $55,768 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,769 |
PENSION ASSURANCE LLP4 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $11,000 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $8,730 |
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 | $42,943 | $99,212-56.7% | $96,564-55.5% | $74,478-42.3% |
| Participation rate | 92.4% | 80.7%+11.7pp | 76.0%+16.4pp | 70.7%+21.6pp |
| Annual return | 16.07% | 22.40%-6.3pp | 25.89%-9.8pp | 34.37%-18.3pp |
| Employer contribution / active EE | $1,453 | $2,569-43.5% | $2,967-51.0% | $2,637-44.9% |
| Participant deferral / active EE | $4,536 | $4,938-8.2% | $4,852-6.5% | $4,530+0.1% |
| Admin fee / account holder | $103 | $225-54.2% | $8,256-98.8% | $347-70.3% |