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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC1 year Service code 28 · EIN 25-1395109 | Investment Management | $69,853 |
NATIONWIDE6 years Service code 28 · EIN 31-4156830 | Investment Management | $50,260 |
PROACCOUNT1 year Service code 15 · EIN 73-0988442 | Recordkeeping | $11,425 |
LPL FINANCIAL1 year Filed as: LPL ENTERPRISE LLC Service code 28 · EIN 25-1395109 | Investment Management | $11,365 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $3,359 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,997 | $101,591-67.5% | $147,096-77.6% | $74,429-55.7% |
| Participation rate | 98.3% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 22.10% | 8746.45%-8724.4pp | 419.75%-397.6pp | 1368.38%-1346.3pp |
| Employer contribution / active EE | $5,865 | $3,813+53.8% | $4,936+18.8% | $2,625+123.4% |
| Participant deferral / active EE | $10,688 | $7,302+46.4% | $8,071+32.4% | $4,348+145.8% |
| Admin fee / account holder | $46 | $1,750-97.4% | $13,005-99.6% | $1,944-97.6% |