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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC6+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $416,360 |
WESTBERG EISCHENS, PLLP6+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $34,783 |
VAN IWAARDEN ASSOCIATES6+ years Filed as: VAN IWAARDEN Service code 11 · EIN 41-1895548 840 LUMBER EXCHANGE BUILD · MINNEAPOLIS, MN 554021010 | Actuarial | $13,432 |
STINSON LEONARD STREET1 year Filed as: STINSON, LLP Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $5,749 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 9.02% | 6.95%+2.1pp | 8.01%+1.0pp | 627.08%-618.1pp |
| Employer contribution / active EE | $8,472 | $11,635-27.2% | $29,475-71.3% | $18,824-55.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |