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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $146,443 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $47,208 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,202 | $176,471-19.4% | $95,968+48.2% | $90,274+57.5% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 26.34% | 20.15%+6.2pp | 91.65%-65.3pp | 53.97%-27.6pp |
| Employer contribution / active EE | $5,235 | $2,783+88.1% | $2,542+106.0% | $2,523+107.4% |
| Participant deferral / active EE | $6,435 | $5,325+20.8% | $4,167+54.4% | $4,231+52.1% |
| Admin fee / account holder | $83 | $154-46.0% | $6,798-98.8% | $114-27.0% |