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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,670 |
VALMARK ADVISERS INC5+ years Filed as: VALMARK SECURITIES Service code 27 · EIN 34-1724087 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,906 | $65,376+3.9% | $87,102-22.0% | $65,185+4.2% |
| Participation rate | 57.7% | 75.3%-17.6pp | 76.9%-19.1pp | 70.2%-12.5pp |
| Annual return | 19.60% | 31.27%-11.7pp | 28.19%-8.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $761 | $1,822-58.3% | $2,521-69.8% | $2,177-65.1% |
| Participant deferral / active EE | $3,719 | $3,388+9.8% | $4,048-8.1% | $3,514+5.8% |
| Admin fee / account holder | $365 | $520-29.8% | $7,491-95.1% | $847-56.9% |