| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $885,455 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPLP Service code 49 · EIN 95-2834236 | Other Services | $187,499 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $7,200 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $120 |
BRIAN FREEMAN1 year Filed as: BRIAN SIDOTI Service code 56 SCOTTSDALE HEALTHCARE HOSPITAL · SCOTTSDALE, AZ 852585911 | Non-monetary compensation | $0 |
DAVID ROMANO1 year Filed as: DAVID MERTZ Service code 56 SCOTTSDALE HEALTHCARE HOSPITAL · SCOTTSDALE, AZ 852585911 | Non-monetary compensation | $0 |
ERIC J. FERNANDEZ & CO.1 year Filed as: ERIC ZUHLKE Service code 56 SCOTTSDALE HEALTHCARE HOSPITAL · SCOTTSDALE, AZ 852585911 | Non-monetary compensation | $0 |
Filed as: JOSE ROMO Service code 56 SCOTTSDALE HEALTHCARE HOSPITAL · SCOTTSDALE, AZ 852585911 | Non-monetary compensation | $0 |
KRIS PRYOR1 year Filed as: KRIS REID Service code 56 SCOTTSDALE HEALTHCARE HOSPITAL · SCOTTSDALE, AZ 852585911 | Non-monetary compensation | $0 |
LOIS A. GREENLEE1 year Filed as: LOIS UNIAT Service code 56 SCOTTSDALE HEALTHCARE HOSPITAL · SCOTTSDALE, AZ 852585911 | Non-monetary compensation | $0 |
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 | $50,662 | $46,969+7.9% | $154,110-67.1% | $73,367-30.9% |
| Participation rate | 82.9% | 72.4%+10.5pp | 83.0%-0.2pp | 69.5%+13.4pp |
| Annual return | -4.84% | 821.68%-826.5pp | 735.22%-740.1pp | 173.45%-178.3pp |
| Employer contribution / active EE | $1,883 | $1,723+9.3% | $5,298-64.5% | $2,499-24.6% |
| Participant deferral / active EE | $3,689 | $3,162+16.7% | $5,081-27.4% | $4,033-8.5% |
| Admin fee / account holder | $90 | $47+93.5% | $13,412-99.3% | $68+31.8% |