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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC1+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $163,521 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $20,614 |
WESTBERG EISCHENS, PLLP1+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $19,400 |
STINSON LEONARD STREET1+ years Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $2,457 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,306 | $57,921-66.7% | $84,753-77.2% | $57,658-66.5% |
| Participation rate | 81.4% | 72.9%+8.5pp | 76.6%+4.8pp | 70.2%+11.2pp |
| Annual return | -0.19% | 10.24%-10.4pp | 22.78%-23.0pp | 5.13%-5.3pp |
| Employer contribution / active EE | $3,614 | $2,598+39.1% | $3,574+1.1% | $1,974+83.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $188 | $130+45.1% | $5,333-96.5% | $95+99.0% |