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| Provider | Service type | Compensation |
|---|---|---|
PRUDENT STREET FIN ADV LLC2 years Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 31 100 N. BARRANCA STREET · WEST COVINA, CA 91791 | Named fiduciary | $105,669 |
Filed as: JOSEPHSON & JOSEPHSON Service code 10 · EIN 13-4092524 | Accounting | $60,000 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 64 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping Fees | $57,960 |
WILMINGTON TRUST4 years Service code 51 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Investment Mgmt Fees | $16,617 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,353-100.0% | $143,797-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -6.45% | 0.48%-6.9pp | -0.04%-6.4pp | 418.37%-424.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |