Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $266,623 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $80,000 |
RSM US LLP1 year Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $114,965 | $101,523+13.2% | $141,200-18.6% | $77,775+47.8% |
| Participation rate | 75.2% | 77.4%-2.2pp | 82.5%-7.3pp | 73.2%+2.0pp |
| Annual return | 25.74% | 56.22%-30.5pp | 71.41%-45.7pp | 32.58%-6.8pp |
| Employer contribution / active EE | $1,777 | $3,341-46.8% | $4,736-62.5% | $2,504-29.0% |
| Participant deferral / active EE | $8,838 | $6,434+37.4% | $6,710+31.7% | $3,966+122.8% |
| Admin fee / account holder | $141 | $92+53.7% | $10,265-98.6% | $100+40.6% |