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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $231,799 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $144,800 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,691 | $108,617+27.7% | $108,421+27.9% | $93,010+49.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.1%+19.9pp | 73.9%+26.1pp |
| Annual return | 12.49% | 21.63%-9.1pp | 905.61%-893.1pp | 158.70%-146.2pp |
| Employer contribution / active EE | $3,780 | $3,249+16.3% | $3,560+6.2% | $2,705+39.7% |
| Participant deferral / active EE | $10,464 | $7,885+32.7% | $6,564+59.4% | $4,561+129.4% |
| Admin fee / account holder | $123 | $94+31.3% | $7,298-98.3% | $152-19.0% |