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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,673 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $10,210 |
Service code 15 · EIN 06-1050034 | 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 | $96,248 | $80,211+20.0% | $74,184+29.7% | $63,975+50.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.07% | 14.13%-7.1pp | 17.74%-10.7pp | 48.65%-41.6pp |
| Employer contribution / active EE | $4,160 | $2,553+62.9% | $2,370+75.5% | $2,182+90.7% |
| Participant deferral / active EE | $5,131 | $4,370+17.4% | $3,550+44.5% | $3,356+52.9% |
| Admin fee / account holder | $29 | $67-57.3% | $5,586-99.5% | $70-59.3% |