Filed December 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,405 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $16,312 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,690 | $51,226+67.3% | $82,744+3.6% | $66,938+28.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -14.01% | -9.61%-4.4pp | 702.22%-716.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,730 | $2,612-33.8% | $3,008-42.5% | $2,545-32.0% |
| Participant deferral / active EE | $3,890 | $3,460+12.4% | $4,395-11.5% | $4,238-8.2% |
| Admin fee / account holder | $437 | $416+5.3% | $5,325-91.8% | $594-26.3% |