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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) | $306,089 |
WESTBERG EISCHENS, PLLP7+ years Service code 10 · EIN 41-1792388 2630 1ST ST S · WILLMAR, MN 56201 | Accounting | $45,000 |
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 | $33,258 | $106,236-68.7% | $112,263-70.4% | $64,824-48.7% |
| Participation rate | 78.6% | 71.7%+6.9pp | 75.1%+3.5pp | 71.5%+7.1pp |
| Annual return | -16.51% | -6.02%-10.5pp | 27.49%-44.0pp | 32.84%-49.3pp |
| Employer contribution / active EE | $5,372 | $3,167+69.6% | $3,636+47.7% | $2,507+114.3% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $364 | $452-19.3% | $6,410-94.3% | $188+93.9% |