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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $68,027 |
THE CENTURION GROUP, LLC2+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $34,250 |
COHEN & COMPANY2+ years Filed as: COHEN & COMPANY, LTD Service code 49 · EIN 34-1912961 | Other Services | $8,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,244 | $56,640+47.0% | $78,002+6.7% | $55,167+50.9% |
| Participation rate | 93.4% | 73.3%+20.0pp | 75.5%+17.8pp | 69.0%+24.4pp |
| Annual return | 5.81% | 2868.48%-2862.7pp | 425.99%-420.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,461 | $2,778-11.4% | $3,497-29.6% | $3,054-19.4% |
| Admin fee / account holder | $417 | $467-10.7% | $5,481-92.4% | $504-17.3% |