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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,874 |
FARBER HASS HURLEY LLP1+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $20,142 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,202 | $81,321-85.0% | $68,509-82.2% | $59,188-79.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | -0.36% | 4.65%-5.0pp | 8.27%-8.6pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,267 | $3,297-61.6% | $2,278-44.4% | $2,098-39.6% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,382-100.0% | $3,265-100.0% |
| Admin fee / account holder | $44 | $62-28.5% | $5,275-99.2% | $92-52.2% |