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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $30,725 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,853 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $438,681-100.0% | $438,681-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 48.2%-48.2pp | 44.3%-44.3pp | 43.0%-43.0pp |
| Annual return | 12.81% | 4.01%+8.8pp | 4.26%+8.5pp | 259.14%-246.3pp |
| Employer contribution / active EE | $0 | $56,756-100.0% | $54,767-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,187-100.0% | $2,187-100.0% | $21,546-100.0% |