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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $38,910 |
BKD, LLP3+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,452 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,884 |
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 | $121,154 | $96,458+25.6% | $136,298-11.1% | $77,958+55.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 17.34% | 23.78%-6.4pp | 5156.27%-5138.9pp | 20.87%-3.5pp |
| Employer contribution / active EE | $3,142 | $3,1440% | $4,696-33.1% | $2,310+36.0% |
| Participant deferral / active EE | $10,540 | $5,902+78.6% | $6,247+68.7% | $3,537+198.0% |
| Admin fee / account holder | $15 | $80-81.7% | $9,244-99.8% | $97-84.9% |