| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 15 · EIN 06-1050034 | Recordkeeping | $132,481 |
CURCIO WEBB1 year Service code 27 · EIN 36-4171366 | Advisory (Plan) | $118,864 |
Service code 16 · EIN 20-1157630 | Consulting | $84,934 |
ANTON COLLINS MITCHELL LLP3 years Service code 10 · EIN 01-0724563 | Accounting | $25,000 |
HOLLAND & KNIGHT4+ years Filed as: HOLLAND & HART LLP Service code 29 · EIN 84-0382505 | Legal | $15,445 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 16 5299 DTC BOULEVARD · GREENWOOD VILLAGE, CO 80111 | Consulting | $13,788 |
Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $175,553 | $96,900+81.2% | $111,392+57.6% | $75,289+133.2% |
| Participation rate | 100.0% | 85.9%+14.1pp | 78.9%+21.1pp | 72.4%+27.6pp |
| Annual return | -4.13% | 1.66%-5.8pp | -2.06%-2.1pp | -0.04%-4.1pp |
| Employer contribution / active EE | $11,091 | $5,520+100.9% | $4,328+156.3% | $2,405+361.2% |
| Participant deferral / active EE | $8,488 | $6,494+30.7% | $5,567+52.5% | $3,739+127.0% |
| Admin fee / account holder | $152 | $105+44.4% | $12,266-98.8% | $102+48.3% |