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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $67,712 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $23,972 |
Filed as: PRINCOR FINANCIAL SERVICES CORP Service code 33 · EIN 42-0941553 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $78,012 | $85,635-8.9% | $123,894-37.0% | $63,975+21.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 10.46% | 15.74%-5.3pp | 47.52%-37.1pp | 48.65%-38.2pp |
| Employer contribution / active EE | $3,034 | $3,076-1.4% | $4,617-34.3% | $2,182+39.1% |
| Participant deferral / active EE | $10,011 | $5,667+76.7% | $5,984+67.3% | $3,356+198.3% |
| Admin fee / account holder | $35 | $75-53.0% | $8,357-99.6% | $70-50.0% |