Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC2+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $311,848 |
WESTBERG EISCHENS, PLLP2+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $25,023 |
VAN IWAARDEN ASSOCIATES2+ years Filed as: VAN IWAARDEN Service code 11 · EIN 41-1895548 840 LUMBER EXCHANGE BUILD · MINNEAPOLIS, MN 554021010 | Actuarial | $18,566 |
STINSON LEONARD STREET2+ years Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $5,744 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 2.27% | 2.79%-0.5pp | 4.16%-1.9pp | 11.88%-9.6pp |
| Employer contribution / active EE | $8,042 | $10,530-23.6% | $29,966-73.2% | $14,612-45.0% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |