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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 · EIN 82-1364595 | Advisory (Plan) | $46,875 |
PATRICK & BUZARELLOS4+ years Service code 10 · EIN 68-0197298 | Accounting | $8,000 |
PENSYS, INC.3 years Service code 13 · EIN 68-0348235 | Contract Administrator | $6,385 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,395 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $111,403 | $75,388+47.8% | $123,553-9.8% | $55,725+99.9% |
| Participation rate | 93.7% | 75.7%+18.1pp | 82.3%+11.4pp | 70.9%+22.9pp |
| Annual return | -7.00% | 4.48%-11.5pp | 119.21%-126.2pp | 244.93%-251.9pp |
| Employer contribution / active EE | $4,075 | $3,063+33.0% | $4,628-11.9% | $2,078+96.1% |
| Participant deferral / active EE | $9,547 | $5,651+69.0% | $6,426+48.6% | $3,356+184.5% |
| Admin fee / account holder | $34 | $120-71.7% | $9,284-99.6% | $115-70.6% |