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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $22,150 |
RSM US LLP1+ years Filed as: RSM, US LLP Service code 10 · EIN 42-0714325 | Accounting | $14,000 |
Filed as: PRINCOR FINANCIAL SERVICES CORP Service code 33 · EIN 42-0941553 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $75,806 | $86,791-12.7% | $115,038-34.1% | $59,188+28.1% |
| Participation rate | 75.9% | 72.8%+3.1pp | 81.4%-5.4pp | 69.4%+6.5pp |
| Annual return | 1.70% | 4.44%-2.7pp | 26.14%-24.4pp | 5.51%-3.8pp |
| Employer contribution / active EE | $2,526 | $2,950-14.4% | $4,608-45.2% | $2,098+20.4% |
| Participant deferral / active EE | $7,651 | $5,298+44.4% | $6,026+27.0% | $3,265+134.4% |
| Admin fee / account holder | $16 | $95-83.1% | $8,175-99.8% | $92-82.6% |