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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $135,243 |
LPL FINANCIAL1 year Service code 20 · EIN 04-3046611 | Trustee (individual) | $33,412 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $793,067-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 13.5%-13.5pp |
| Annual return | 13.40% | 11.42%+2.0pp | 10.21%+3.2pp | 9.29%+4.1pp |
| Employer contribution / active EE | $31,475 | $13,408+134.8% | $40,687-22.6% | $15,168+107.5% |
| Participant deferral / active EE | $0 | $0 | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |