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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $122,914 |
Filed as: CAPFINANCIAL PART Service code 28 · EIN 26-0058143 | Investment Management | $12,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES Service code 28 · EIN 26-4789150 | Investment Management | $12,500 |
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Employer contribution per participant 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 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% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 9.20% | 7.64%+1.6pp | 7.98%+1.2pp | 11.88%-2.7pp |
| Employer contribution / active EE | $1,886 | $10,406-81.9% | $23,724-92.1% | $14,612-87.1% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |