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| Provider | Service type | Compensation |
|---|---|---|
CAPSOUTH PARTNERS3+ years Service code 27 · EIN 01-0647966 | Advisory (Plan) | $38,701 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $23,713 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,311 | $65,292-84.2% | $71,671-85.6% | $77,958-86.8% |
| Participation rate | 88.9% | 67.4%+21.5pp | 68.7%+20.2pp | 71.6%+17.3pp |
| Annual return | 15.92% | 21.25%-5.3pp | 20.65%-4.7pp | 20.87%-4.9pp |
| Employer contribution / active EE | $144 | $2,085-93.1% | $2,460-94.2% | $2,310-93.8% |
| Participant deferral / active EE | $1,343 | $3,008-55.4% | $3,438-60.9% | $3,537-62.0% |
| Admin fee / account holder | $14 | $84-83.8% | $5,558-99.8% | $97-86.0% |