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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $109,328 |
GENEOS WEALTH MANAGEMENT INC1+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $70,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $78,121 | $88,324-11.6% | $115,037-32.1% | $55,191+41.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 2.82% | 6.30%-3.5pp | 26.14%-23.3pp | 10.78%-8.0pp |
| Employer contribution / active EE | $931 | $2,805-66.8% | $4,608-79.8% | $1,899-51.0% |
| Participant deferral / active EE | $8,904 | $5,042+76.6% | $6,026+47.7% | $3,046+192.3% |
| Admin fee / account holder | $259 | $105+145.5% | $8,175-96.8% | $91+185.0% |