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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC9+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $199,047 |
SECURITIES AMERICA INC8 years Filed as: SECURITIES AMERICA Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $78,625 |
WESTBERG EISCHENS, PLLP9+ years Service code 10 · EIN 41-1792388 2630 1ST ST S · WILLMAR, MN 56201 | Accounting | $61,695 |
VIA ACTUARIAL SOLUTIONS2 years Service code 11 · EIN 41-1895548 10 SOUTH 5TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $16,806 |
STINSON LEONARD STREET6 years Filed as: STINSON, LLP Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $12,588 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.50% | 11.08%+1.4pp | 8.10%+4.4pp | 8.76%+3.7pp |
| Employer contribution / active EE | $1,977 | $13,910-85.8% | $28,649-93.1% | $16,664-88.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |