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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC7+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $224,890 |
SECURITIES AMERICA INC6 years Filed as: SECURITIES AMERICA Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $71,866 |
WESTBERG EISCHENS, PLLP7+ years Service code 10 · EIN 41-1792388 2630 1ST ST S · WILLMAR, MN 56201 | Accounting | $56,660 |
VAN IWAARDEN ASSOCIATES7+ years Filed as: VAN IWAARDEN Service code 11 · EIN 41-1895548 10 SOUTH 5TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $22,135 |
STINSON LEONARD STREET4 years Filed as: STINSON, LLP Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $6,924 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -16.73% | -8.26%-8.5pp | -5.84%-10.9pp | 2.77%-19.5pp |
| Employer contribution / active EE | $1,997 | $12,543-84.1% | $31,839-93.7% | $15,262-86.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |