| Provider | Service type | Compensation |
|---|---|---|
BRADY MARTZ & ASSOCIATES4 years Filed as: BRADY MARTZ & ASSOCIATES PC Service code 10 · EIN 45-0310328 | Accounting | $22,759 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $21,325 |
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 | $66,802 | $88,479-24.5% | $96,543-30.8% | $80,187-16.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.47% | 22.53%-9.1pp | 35.75%-22.3pp | 40.40%-26.9pp |
| Employer contribution / active EE | $5,311 | $4,177+27.1% | $3,741+42.0% | $2,980+78.2% |
| Participant deferral / active EE | $1,946 | $3,961-50.9% | $4,880-60.1% | $5,016-61.2% |
| Admin fee / account holder | $32 | $211-85.0% | $6,737-99.5% | $145-78.1% |