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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $730,695 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $128,500 |
FOLEY & LARDNER LLP4 years Service code 29 · EIN 39-0473800 | Legal | $30,238 |
RSM US LLP5+ years Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $10,000 |
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 | $75,614 | $47,456+59.3% | $172,757-56.2% | $77,775-2.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 18.63% | 35.57%-16.9pp | 803.06%-784.4pp | 32.58%-13.9pp |
| Employer contribution / active EE | $2,981 | $1,574+89.4% | $5,144-42.0% | $2,504+19.1% |
| Participant deferral / active EE | $4,626 | $2,560+80.7% | $5,198-11.0% | $3,966+16.7% |
| Admin fee / account holder | $206 | $81+154.7% | $13,956-98.5% | $100+105.8% |