| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $58,652 |
FIRST INTERNATIONAL BANK & TRUST1+ years Filed as: FIRST INTERNATIONAL BANK AND TRUST Service code 21 · EIN 45-0134280 | Bank Trustee | $18,453 |
FIEBIGER SWANSON WEST & CO PLLP1+ years Filed as: FIEBIGER, SWANSON, WEST, & CO. PLLP Service code 10 · EIN 41-6134264 | Accounting | $13,164 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,862 | $55,516-39.0% | $75,784-55.3% | $59,188-42.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.66% | -1.89%+2.6pp | 9.68%-9.0pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,407 | $2,604-7.5% | $3,323-27.6% | $2,098+14.7% |
| Participant deferral / active EE | $1,094 | $2,599-57.9% | $3,652-70.1% | $3,265-66.5% |
| Admin fee / account holder | $9 | $110-91.8% | $5,300-99.8% | $92-90.2% |