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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $84,485 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
RSM US LLP2+ years Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $24,192 |
FOLEY & LARDNER LLP1 year Service code 29 · EIN 39-0473800 | Legal | $22,557 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,947 | $37,213+18.1% | $156,551-71.9% | $63,975-31.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 6.67% | 47.89%-41.2pp | 32.23%-25.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $2,972 | $1,357+119.0% | $5,501-46.0% | $2,182+36.2% |
| Participant deferral / active EE | $3,424 | $2,070+65.4% | $4,871-29.7% | $3,356+2.0% |
| Admin fee / account holder | $28 | $56-50.2% | $13,028-99.8% | $70-60.2% |