| Provider | Service type | Compensation |
|---|---|---|
MITCHELL SINKLER & STARR2+ years Service code 51 · EIN 23-2318568 | Investment Mgmt Fees | $18,660 |
Filed as: PRUDENTIAL INVESTMENT MGT. SERVICES Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,499 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $150,447-100.0% | $136,298-100.0% | $147,587-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | -89.94% | 1049.15%-1139.1pp | 5156.27%-5246.2pp | 578.60%-668.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |