Filed January 6, 2022 (most recent of 3 filings on file)
Total covered: 139 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $21,878 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $19,616 |
Filed as: JEFFREY SLOCUM & ASSOCIATES, INC. Service code 27 · EIN 41-1567437 | Advisory (Plan) | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,630 | $80,354+17.8% | $133,975-29.4% | $63,975+47.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 8.61% | 13.11%-4.5pp | 29.29%-20.7pp | 48.65%-40.0pp |
| Employer contribution / active EE | $2,926 | $3,503-16.5% | $5,211-43.9% | $2,182+34.1% |
| Participant deferral / active EE | $5,666 | $5,239+8.2% | $6,282-9.8% | $3,356+68.8% |
| Admin fee / account holder | $25 | $69-64.4% | $9,324-99.7% | $70-65.0% |