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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS. & ANNUITY CO Service code 18 · EIN 06-1050034 | Investment management fees paid indir... | $148,910 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FIN PART Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $12,611 |
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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 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -6.01% | -0.13%-5.9pp | -2.99%-3.0pp | 0.19%-6.2pp |
| Employer contribution / active EE | $18,873 | $16,248+16.2% | $41,623-54.7% | $13,763+37.1% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |