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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS Service code 13 · EIN 06-1050034 | Contract Administrator | $36,117 |
CAPFINANCIAL PARTNERS LLC6 years Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $34,782 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | -22.93% | -13.84%-9.1pp | -2.63%-20.3pp | -5.25%-17.7pp |
| Employer contribution / active EE | $8,134 | $9,473-14.1% | $29,813-72.7% | $15,161-46.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |