Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,953 |
BLACK & PINCKARD LLC3 years Service code 10 · EIN 26-0079381 | Accounting | $10,000 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $3,212 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 06-1050034 | 12b-1 Fees | $40 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,556 | $46,339-23.3% | $143,801-75.3% | $64,829-45.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.41% | -10.05%-6.4pp | -0.04%-16.4pp | 32.85%-49.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,516 | $2,648-42.8% | $5,639-73.1% | $4,312-64.8% |
| Admin fee / account holder | $75 | $154-51.4% | $14,680-99.5% | $188-60.2% |