| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $71,871 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $10,688 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,572 |
PENSION ASSURANCE LLP4 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $10,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,878 | $99,212+15.8% | $96,564+19.0% | $74,478+54.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 17.16% | 22.40%-5.2pp | 25.89%-8.7pp | 34.37%-17.2pp |
| Employer contribution / active EE | $2,878 | $2,569+12.0% | $2,967-3.0% | $2,637+9.1% |
| Participant deferral / active EE | $6,226 | $4,938+26.1% | $4,852+28.3% | $4,530+37.4% |
| Admin fee / account holder | $105 | $225-53.5% | $8,256-98.7% | $347-69.9% |