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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC4+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $225,839 |
WESTBERG EISCHENS, PLLP4+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $35,235 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $27,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,246 | $66,650-39.6% | $92,915-56.7% | $67,582-40.4% |
| Participation rate | 76.2% | 72.5%+3.7pp | 76.0%+0.2pp | 71.3%+5.0pp |
| Annual return | 21.18% | 92.64%-71.5pp | 109.45%-88.3pp | 378.57%-357.4pp |
| Employer contribution / active EE | $4,415 | $2,777+59.0% | $3,653+20.9% | $2,148+105.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $374 | $199+88.0% | $5,796-93.5% | $142+163.0% |