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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $83,819 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 | Advisory (Plan) | $16,872 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $5,764 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
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 | $54,480 | $57,096-4.6% | $94,229-42.2% | $55,191-1.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 0.96% | 159.65%-158.7pp | 10.68%-9.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $2,588 | $1,708+51.5% | $3,587-27.9% | $1,899+36.3% |
| Participant deferral / active EE | $4,137 | $3,165+30.7% | $4,320-4.2% | $3,046+35.8% |
| Admin fee / account holder | $83 | $89-7.0% | $6,269-98.7% | $91-8.6% |