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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $162,758 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $100,974 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $94,219 | $71,106+32.5% | $83,327+13.1% | $75,289+25.1% |
| Participation rate | 96.0% | 82.0%+14.0pp | 77.8%+18.2pp | 72.4%+23.5pp |
| Annual return | -4.51% | -0.56%-4.0pp | 10.64%-15.1pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,571 | $2,436+46.6% | $3,379+5.7% | $2,405+48.5% |
| Participant deferral / active EE | $9,141 | $6,249+46.3% | $5,565+64.3% | $3,739+144.5% |
| Admin fee / account holder | $148 | $72+104.7% | $7,540-98.0% | $102+44.8% |