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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $34,740 |
PRIAC2 years Service code 14 · EIN 06-1050034 | Plan Administrator | $28,323 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,959 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,759 | $104,336+271.6% | $159,495+143.1% | $86,828+346.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 13.06% | 26.32%-13.3pp | 263.72%-250.7pp | 97.95%-84.9pp |
| Employer contribution / active EE | $19,115 | $3,451+453.9% | $4,831+295.6% | $2,406+694.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $111 | $172-35.3% | $10,804-99.0% | $170-34.3% |