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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $188,841 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $71,500 |
EIDE BAILLY LLP8+ years Service code 10 · EIN 45-0250958 | Accounting | $14,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $4,048 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,037 | $45,000+60.1% | $143,801-49.9% | $77,906-7.5% |
| Participation rate | 90.2% | 66.8%+23.4pp | 80.3%+9.9pp | 73.7%+16.5pp |
| Annual return | -14.81% | 29.03%-43.8pp | -0.04%-14.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $7,029 | $1,870+276.0% | $4,952+41.9% | $2,846+146.9% |
| Participant deferral / active EE | $1,736 | $3,157-45.0% | $5,639-69.2% | $4,805-63.9% |
| Admin fee / account holder | $135 | $98+37.2% | $14,680-99.1% | $133+1.8% |