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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INSTITUTIONAL OP. CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $81,175 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $57,991 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $45,384 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,210 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,237 | $88,122+228.2% | $141,200+104.8% | $67,584+328.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 27.73% | 75.40%-47.7pp | 71.41%-43.7pp | 378.59%-350.9pp |
| Employer contribution / active EE | $6,087 | $3,224+88.8% | $4,736+28.5% | $2,148+183.4% |
| Participant deferral / active EE | $12,980 | $5,958+117.9% | $6,710+93.4% | $3,540+266.7% |
| Admin fee / account holder | $107 | $131-18.1% | $10,265-99.0% | $142-24.6% |