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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS. & ANNUITY CO Service code 18 · EIN 06-1050034 | Direct payment from the plan; Investm... | $177,978 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FIN PART Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $34,171 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFIN SEC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $10,131 |
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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 | $0 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 10.66% | 11.30%-0.6pp | 9.60%+1.1pp | 23.90%-13.2pp |
| Employer contribution / active EE | $14,294 | $21,004-31.9% | $45,595-68.7% | $16,539-13.6% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |