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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $57,800 |
Filed as: FIDELITY INV. INSTITUTIONAL OP. CO. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $53,756 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,490 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $45,236 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $321,458 | $82,188+291.1% | $125,401+156.3% | $64,829+395.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -19.82% | 3.50%-23.3pp | 572.53%-592.4pp | 32.85%-52.7pp |
| Employer contribution / active EE | $7,185 | $3,617+98.6% | $4,816+49.2% | $2,507+186.6% |
| Participant deferral / active EE | $16,429 | $7,177+128.9% | $7,448+120.6% | $4,312+281.0% |
| Admin fee / account holder | $116 | $163-28.9% | $10,008-98.8% | $188-38.2% |