| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $17,837 |
BRADY MARTZ & ASSOCIATES2 years Filed as: BRADY MARTZ & ASSOCIATES PC Service code 10 · EIN 45-0310328 | Accounting | $16,700 |
PROEQUITIES INC4 years Service code 33 · EIN 63-0879387 | Securities brokerage; Securities brok... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,573 | $88,770-20.5% | $109,191-35.4% | $93,010-24.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 16.61% | 60.64%-44.0pp | 25.76%-9.1pp | 158.70%-142.1pp |
| Employer contribution / active EE | $4,268 | $3,780+12.9% | $3,723+14.6% | $2,705+57.8% |
| Participant deferral / active EE | $1,781 | $3,630-50.9% | $4,653-61.7% | $4,561-61.0% |
| Admin fee / account holder | $25 | $172-85.2% | $6,756-99.6% | $152-83.2% |