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| Provider | Service type | Compensation |
|---|---|---|
PRUDENT STREET FIN ADV LLC3 years Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 21 · EIN 82-1818132 | Bank Trustee | $12,000 |
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 | $44,928 | $91,439-50.9% | $135,974-67.0% | $71,511-37.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -19.25% | 29.90%-49.1pp | 68.30%-87.6pp | 28.86%-48.1pp |
| Employer contribution / active EE | $7,375 | $3,705+99.1% | $4,859+51.8% | $2,589+184.8% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $61 | $1,267-95.2% | $10,767-99.4% | $1,588-96.2% |