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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $83,767 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $28,724 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC 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 | $68,499 | $69,159-1.0% | $125,192-45.3% | $67,579+1.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 23.02% | 27.12%-4.1pp | 43.79%-20.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,989 | $2,023+47.7% | $3,866-22.7% | $2,148+39.2% |
| Participant deferral / active EE | $5,241 | $3,700+41.7% | $4,937+6.2% | $3,539+48.1% |
| Admin fee / account holder | $190 | $142+34.1% | $9,704-98.0% | $142+33.6% |