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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $53,245 |
THOMPSON COBURN LLP1+ years Service code 29 · EIN 43-0666662 | Legal | $14,660 |
BKD, LLP1+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,945 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $407 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,274 | $86,791+12.1% | $115,038-15.4% | $59,188+64.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.4%+30.6pp |
| Annual return | 0.96% | 4.44%-3.5pp | 26.14%-25.2pp | 5.51%-4.5pp |
| Employer contribution / active EE | $2,858 | $2,950-3.1% | $4,608-38.0% | $2,098+36.2% |
| Participant deferral / active EE | $9,334 | $5,298+76.2% | $6,026+54.9% | $3,265+185.9% |
| Admin fee / account holder | $20 | $95-78.4% | $8,175-99.7% | $92-77.8% |