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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $261,108 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $54,428 |
CARVER FLOREK & JAMES CPA'S1+ years Service code 10 · EIN 52-2408237 | Accounting | $8,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $172,610 | $51,447+235.5% | $104,614+65.0% | $73,412+135.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.1%+25.9pp | 72.2%+27.8pp |
| Annual return | 15.46% | 25.06%-9.6pp | 340.56%-325.1pp | 59.30%-43.8pp |
| Employer contribution / active EE | $5,428 | $1,441+276.7% | $2,681+102.5% | $2,234+143.0% |
| Participant deferral / active EE | $7,108 | $3,058+132.5% | $3,739+90.1% | $3,806+86.8% |
| Admin fee / account holder | $780 | $122+539.6% | $6,464-87.9% | $158+394.1% |