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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC2+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $76,492 |
WESTBERG EISCHENS, PLLP2+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $12,850 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $6,180 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,220 | $60,545-56.7% | $92,240-71.6% | $69,631-62.3% |
| Participation rate | 79.3% | 72.2%+7.1pp | 76.5%+2.8pp | 70.7%+8.6pp |
| Annual return | 6.92% | 19.71%-12.8pp | 176.29%-169.4pp | 27571.02%-27564.1pp |
| Employer contribution / active EE | $2,273 | $2,633-13.7% | $3,680-38.2% | $2,032+11.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $97 | $145-33.2% | $5,194-98.1% | $110-12.4% |