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| Provider | Service type | Compensation |
|---|---|---|
SOREN MCADAM4 years Service code 15 · EIN 77-0549163 | Recordkeeping | $12,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $6,331 |
Service code 15 | Recordkeeping | $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 | $102,202 | $64,286+59.0% | $90,974+12.3% | $73,415+39.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 12.68% | 21.46%-8.8pp | 134.60%-121.9pp | 59.30%-46.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,393 | $2,453+201.4% | $3,373+119.2% | $3,806+94.2% |
| Admin fee / account holder | $24 | $287-91.6% | $5,961-99.6% | $158-84.7% |