Filed January 6, 2022 (most recent of 3 filings on file)
Total covered: 139 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $77,851 |
Filed as: PLAN SPONSOR ADVISORS, LLC Service code 27 · EIN 20-1079566 | Advisory (Plan) | $20,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $11,592 |
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 | $137,949 | $95,776+44.0% | $162,185-14.9% | $77,775+77.4% |
| Participation rate | 98.8% | 88.6%+10.2pp | 87.6%+11.3pp | 73.2%+25.6pp |
| Annual return | 24.21% | 37.03%-12.8pp | 115.61%-91.4pp | 32.58%-8.4pp |
| Employer contribution / active EE | $3,406 | $3,874-12.1% | $5,613-39.3% | $2,504+36.0% |
| Participant deferral / active EE | $7,600 | $6,125+24.1% | $7,297+4.2% | $3,966+91.6% |
| Admin fee / account holder | $45 | $88-48.8% | $10,844-99.6% | $100-55.2% |