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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS Service code 13 · EIN 06-1050034 | Contract Administrator | $82,724 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP FINANCIAL PARTNERS Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $28,249 |
HILL WARD HENDERSON1+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $7,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 4.41% | 4.01%+0.4pp | 18.87%-14.5pp | 11.88%-7.5pp |
| Employer contribution / active EE | $5,644 | $9,840-42.6% | $19,828-71.5% | $14,612-61.4% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |