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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $57,054 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $14,000 |
THOMPSON COBURN LLP2+ years Service code 29 · EIN 43-0666662 | Legal | $11,502 |
BKD, LLP2+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,140 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $2,801 |
C-BEN GROUP1 year Filed as: BEN RONDOT Service code 56 AMDOCS INC · CHESTERFIELD, MO 630176041 | Non-monetary compensation | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,568 | $85,635+22.1% | $123,894-15.6% | $63,975+63.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 6.74% | 15.74%-9.0pp | 47.52%-40.8pp | 48.65%-41.9pp |
| Employer contribution / active EE | $2,967 | $3,076-3.6% | $4,617-35.7% | $2,182+36.0% |
| Participant deferral / active EE | $9,875 | $5,667+74.3% | $5,984+65.0% | $3,356+194.2% |
| Admin fee / account holder | $22 | $75-70.8% | $8,357-99.7% | $70-68.9% |