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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC8+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $300,967 |
WESTBERG EISCHENS, PLLP8+ years Service code 10 · EIN 41-1792388 2630 1ST ST S · WILLMAR, MN 56201 | Accounting | $51,100 |
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $30,944 |
STINSON LEONARD STREET3 years Filed as: STINSON, LLP Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $8,862 |
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 | $39,423 | $93,010-57.6% | $96,515-59.2% | $74,460-47.1% |
| Participation rate | 79.3% | 71.6%+7.8pp | 74.3%+5.0pp | 70.7%+8.6pp |
| Annual return | 14.21% | 37.50%-23.3pp | 35.73%-21.5pp | 34.38%-20.2pp |
| Employer contribution / active EE | $5,625 | $3,427+64.1% | $3,740+50.4% | $2,638+113.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $375 | $633-40.8% | $6,735-94.4% | $348+7.9% |