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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $39,063 |
BKD, LLP5+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $13,312 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $2,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,538 | $101,523+26.6% | $141,200-9.0% | $77,775+65.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 21.89% | 56.22%-34.3pp | 71.41%-49.5pp | 32.58%-10.7pp |
| Employer contribution / active EE | $3,132 | $3,341-6.3% | $4,736-33.9% | $2,504+25.1% |
| Participant deferral / active EE | $10,369 | $6,434+61.2% | $6,710+54.5% | $3,966+161.4% |
| Admin fee / account holder | $13 | $92-85.8% | $10,265-99.9% | $100-87.0% |