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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $75,322 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,376 |
FARBER HASS HURLEY LLP5+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $18,093 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,281 | $96,403-53.0% | $93,621-51.6% | $77,775-41.8% |
| Participation rate | 100.0% | 87.6%+12.4pp | 75.8%+24.2pp | 73.2%+26.8pp |
| Annual return | 17.53% | 39.36%-21.8pp | 32.76%-15.2pp | 32.58%-15.0pp |
| Employer contribution / active EE | $490 | $3,616-86.5% | $2,719-82.0% | $2,504-80.4% |
| Participant deferral / active EE | $3,938 | $5,341-26.3% | $4,070-3.2% | $3,966-0.7% |
| Admin fee / account holder | $83 | $90-7.3% | $7,890-98.9% | $100-17.1% |