Filed February 23, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $13,740 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 95-4724815 | Contract Administrator | $9,500 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $1,550 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 13 · EIN 20-3247391 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,387 | $48,064+11.1% | $78,778-32.2% | $69,631-23.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 17.74% | 21.81%-4.1pp | 35.62%-17.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,267 | $2,079+105.2% | $2,958+44.2% | $3,224+32.4% |
| Admin fee / account holder | $8 | $152-94.8% | $5,134-99.8% | $110-92.8% |