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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $24,162 |
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $21,988 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,121 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,410 | $52,293-51.4% | $178,503-85.8% | $73,412-65.4% |
| Participation rate | 98.4% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.2pp |
| Annual return | 15.70% | 34.75%-19.1pp | 151.12%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,806 | $1,736+4.0% | $5,011-64.0% | $2,234-19.2% |
| Participant deferral / active EE | $2,583 | $2,333+10.7% | $5,202-50.3% | $3,806-32.1% |
| Admin fee / account holder | $155 | $127+21.7% | $13,987-98.9% | $158-1.8% |