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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INSTITUTIONAL OP. CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $69,634 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $51,070 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $48,233 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,801 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $241,547 | $75,388+220.4% | $123,553+95.5% | $55,727+333.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -3.65% | 4.48%-8.1pp | 119.21%-122.9pp | 244.94%-248.6pp |
| Employer contribution / active EE | $10,203 | $3,063+233.1% | $4,628+120.5% | $2,078+391.0% |
| Participant deferral / active EE | $12,214 | $5,651+116.1% | $6,426+90.1% | $3,356+264.0% |
| Admin fee / account holder | $105 | $120-12.6% | $9,284-98.9% | $115-9.2% |