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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $179,384 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $140,725 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $115,497 | $87,621+31.8% | $86,460+33.6% | $77,906+48.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -15.35% | -13.90%-1.4pp | 4399.82%-4415.2pp | 12.16%-27.5pp |
| Employer contribution / active EE | $3,947 | $3,474+13.6% | $3,771+4.7% | $2,846+38.7% |
| Participant deferral / active EE | $10,559 | $8,645+22.1% | $6,954+51.8% | $4,805+119.7% |
| Admin fee / account holder | $109 | $85+28.6% | $6,727-98.4% | $133-17.9% |