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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS Service code 13 · EIN 06-1050034 | Contract Administrator | $43,412 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $27,778 |
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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 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 13.80% | 10.61%+3.2pp | 10.57%+3.2pp | 9.29%+4.5pp |
| Employer contribution / active EE | $16,710 | $9,838+69.9% | $18,335-8.9% | $15,168+10.2% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |