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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-6106830 | Plan Administrator | $159,370 |
Service code 49 · EIN 51-6129775 | Other Services | $150,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $276 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,254 | $50,498-2.5% | $75,784-35.0% | $55,191-10.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.24% | 1.80%-2.0pp | 9.68%-9.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $5,207 | $2,291+127.3% | $3,323+56.7% | $1,899+174.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $535 | $123+334.6% | $5,300-89.9% | $91+489.1% |