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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREENT INSURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $81,476 |
BFSG LLC1 year Service code 27 · EIN 20-8161914 | Advisory (Plan) | $18,750 |
BENEFIT FUNDING SERVICES GROUP8+ years Service code 16 · EIN 20-8532658 | Consulting | $6,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,668 | $50,458+71.8% | $160,009-45.8% | $64,819+33.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.0%+22.0pp | 71.5%+28.5pp |
| Annual return | -17.00% | -13.42%-3.6pp | 408.85%-425.8pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,697 | $1,722-1.5% | $4,225-59.8% | $2,507-32.3% |
| Participant deferral / active EE | $5,897 | $4,004+47.3% | $6,183-4.6% | $4,311+36.8% |
| Admin fee / account holder | $189 | $706-73.2% | $8,715-97.8% | $188+0.8% |