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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $77,323 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $60,783 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,416 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG FBO M & T Service code 10 · EIN 34-6565596 | Accounting | $31,511 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,562 | $69,159+58.4% | $125,195-12.5% | $67,582+62.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 21.91% | 27.12%-5.2pp | 43.79%-21.9pp | 378.57%-356.7pp |
| Employer contribution / active EE | $4,480 | $2,023+121.4% | $3,866+15.9% | $2,148+108.6% |
| Participant deferral / active EE | $6,678 | $3,700+80.5% | $4,937+35.2% | $3,539+88.7% |
| Admin fee / account holder | $300 | $142+111.5% | $9,704-96.9% | $142+110.7% |