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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,761 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $17,467 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $100 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,611 | $61,616+105.5% | $105,722+19.8% | $55,167+129.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 5.25% | 11.15%-5.9pp | 12.25%-7.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $11,129 | $4,213+164.1% | $5,326+109.0% | $3,054+264.4% |
| Admin fee / account holder | $148 | $379-60.8% | $8,308-98.2% | $504-70.5% |