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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $436,565 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $128,500 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $20,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $8,759 |
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 | $73,334 | $45,000+63.0% | $143,801-49.0% | $77,906-5.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -11.92% | 29.03%-41.0pp | -0.04%-11.9pp | 12.16%-24.1pp |
| Employer contribution / active EE | $3,407 | $1,870+82.2% | $4,952-31.2% | $2,846+19.7% |
| Participant deferral / active EE | $5,034 | $3,157+59.5% | $5,639-10.7% | $4,805+4.8% |
| Admin fee / account holder | $100 | $98+1.4% | $14,680-99.3% | $133-24.7% |