| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $329,324 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $132,898 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY L.L.C. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $67,385 |
RSM US LLP1 year Filed as: RSM USA LLP Service code 10 · EIN 42-0714325 | Accounting | $14,910 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,599 | $84,149-62.4% | $130,070-75.7% | $103,657-69.5% |
| Participation rate | 96.6% | 81.0%+15.6pp | 78.5%+18.1pp | 73.4%+23.2pp |
| Annual return | 4.66% | 25.45%-20.8pp | -137.40%+142.1pp | 33.13%-28.5pp |
| Employer contribution / active EE | $1 | $2,687-100.0% | $4,322-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $3,562 | $5,201-31.5% | $5,821-38.8% | $5,218-31.7% |
| Admin fee / account holder | $104 | $75+39.0% | $10,600-99.0% | $114-8.5% |