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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $779,315 |
PRIAC1 year Service code 10 · EIN 06-1050034 | Accounting | $163,380 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $128,500 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $16,460 |
FOLEY & LARDNER LLP2 years Filed as: FOLEY & LARDNER, LLP Service code 29 · EIN 39-0473800 | Legal | $14,071 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,054 | $67,512+30.4% | $185,854-52.6% | $93,010-5.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 11.93% | 21.04%-9.1pp | 122.12%-110.2pp | 158.70%-146.8pp |
| Employer contribution / active EE | $493 | $1,783-72.4% | $5,169-90.5% | $2,705-81.8% |
| Participant deferral / active EE | $4,883 | $3,035+60.9% | $5,569-12.3% | $4,561+7.1% |
| Admin fee / account holder | $117 | $318-63.3% | $16,246-99.3% | $152-23.2% |