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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $580,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $541,735 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 99 · EIN 22-1211670 | Other Fees | $125,474 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $112,927 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $43,250 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,569 | $83,057-58.4% | $143,801-76.0% | $89,433-61.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 80.3%+19.7pp | 71.3%+28.7pp |
| Annual return | -18.80% | -13.97%-4.8pp | -0.04%-18.8pp | -11.88%-6.9pp |
| Employer contribution / active EE | $3 | $2,095-99.8% | $4,952-99.9% | $3,021-99.9% |
| Participant deferral / active EE | $3,772 | $4,281-11.9% | $5,639-33.1% | $5,125-26.4% |
| Admin fee / account holder | $64 | $83-23.4% | $14,680-99.6% | $79-19.9% |