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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $73,281 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,665 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $57,352 |
Filed as: FIDELITY INV. INSTITUTIONAL OP. CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $57,323 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $395,195 | $104,336+278.8% | $159,495+147.8% | $86,828+355.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 16.35% | 26.32%-10.0pp | 263.72%-247.4pp | 97.95%-81.6pp |
| Employer contribution / active EE | $7,496 | $3,451+117.2% | $4,831+55.1% | $2,406+211.5% |
| Participant deferral / active EE | $17,522 | $6,837+156.3% | $7,354+138.3% | $4,132+324.1% |
| Admin fee / account holder | $120 | $172-30.1% | $10,804-98.9% | $170-29.0% |