Filed August 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KINGSVIEW WEALTH MANAGEMENT Service code 27 · EIN 26-4016866 | Advisory (Plan) | $66,369 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,265 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $7,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,144 | $71,142-11.2% | $119,609-47.2% | $64,808-2.6% |
| Participation rate | 85.0% | 78.6%+6.4pp | 79.3%+5.8pp | 71.5%+13.6pp |
| Annual return | -12.44% | -10.01%-2.4pp | -14.97%+2.5pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,798 | $2,497-28.0% | $4,232-57.5% | $2,506-28.3% |
| Participant deferral / active EE | $5,812 | $4,490+29.5% | $5,602+3.8% | $4,310+34.8% |
| Admin fee / account holder | $137 | $162-15.3% | $10,323-98.7% | $188-26.8% |