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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $56,200 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 22 · EIN 95-2834236 | Insurance Broker | $39,378 |
PATRICK & BUZARELLOS1+ years Service code 10 · EIN 68-0197298 | Accounting | $6,050 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 37 · EIN 06-1050034 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,879 | $70,002+34.1% | $115,038-18.4% | $52,331+79.4% |
| Participation rate | 89.6% | 72.1%+17.5pp | 81.4%+8.3pp | 68.1%+21.5pp |
| Annual return | -1.80% | 4.04%-5.8pp | 26.14%-27.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $3,057 | $2,715+12.6% | $4,608-33.7% | $1,882+62.5% |
| Participant deferral / active EE | $7,769 | $4,920+57.9% | $6,026+28.9% | $3,022+157.1% |
| Admin fee / account holder | $8 | $566-98.6% | $8,175-99.9% | $592-98.7% |