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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $79,467 |
MMA SECURITIES LLC1 year Filed as: NIA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $56,026 |
HOLTHOUSE CARLIN & VAN TRIGT LLP5+ years Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 22-1211670 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $103,393-100.0% | $87,103-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | -95.01% | 28.10%-123.1pp | 28.19%-123.2pp | 345.46%-440.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |