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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 20-1157630 | Consulting | $81,140 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 15 · EIN 06-1050034 | Recordkeeping | $46,634 |
ANTON COLLINS MITCHELL LLP3 years Service code 10 · EIN 01-0724563 | Accounting | $25,000 |
Service code 16 · EIN 46-1884510 | Consulting | $19,659 |
CURCIO WEBB1 year Service code 27 · EIN 36-1471366 | Advisory (Plan) | $12,496 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND & HART LLP Service code 29 · EIN 84-0382505 | Legal | $8,216 |
Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $121,605 | $92,219+31.9% | $76,767+58.4% | $135,380-10.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.33% | 5.46%-8.8pp | 2.43%-5.8pp | 519.81%-523.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $231 | $10,749-97.9% | $6,675-96.5% | $10,828-97.9% |