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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $113,786 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $28,641 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $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 | $69,971 | $71,666-2.4% | $117,861-40.6% | $69,631+0.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 18.94% | 18.86%+0.1pp | 335.11%-316.2pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $2,667 | $1,889+41.2% | $3,786-29.6% | $2,032+31.2% |
| Participant deferral / active EE | $5,092 | $3,340+52.5% | $4,482+13.6% | $3,224+58.0% |
| Admin fee / account holder | $291 | $120+141.5% | $8,021-96.4% | $110+163.1% |