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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 06-1050034 | Accounting | $990,338 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 49 · EIN 22-1211670 | Other Services | $364,755 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $128,500 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $32,825 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,412 | $50,169+60.3% | $149,740-46.3% | $80,187+0.3% |
| Participation rate | 97.9% | 64.3%+33.7pp | 78.8%+19.2pp | 72.9%+25.0pp |
| Annual return | 14.93% | 29.82%-14.9pp | 134.51%-119.6pp | 40.40%-25.5pp |
| Employer contribution / active EE | $3,617 | $1,869+93.5% | $4,821-25.0% | $2,980+21.4% |
| Participant deferral / active EE | $5,532 | $3,194+73.2% | $5,683-2.7% | $5,016+10.3% |
| Admin fee / account holder | $99 | $153-35.2% | $13,222-99.3% | $145-31.8% |