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| Provider | Service type | Compensation |
|---|---|---|
PRUDENT STREET FIN ADV LLC4 years Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 21 · EIN 82-1818132 | Bank Trustee | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,768 | $102,422-57.3% | $147,117-70.2% | $80,959-45.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -9.08% | 135.16%-144.2pp | 420.54%-429.6pp | 35.67%-44.7pp |
| Employer contribution / active EE | $5,813 | $3,717+56.4% | $4,932+17.8% | $2,757+110.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $71 | $7,953-99.1% | $12,993-99.5% | $6,925-99.0% |