Filed September 12, 2018 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $30,311 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $827,797-100.0% | $788,447-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | -16.83% | -4.32%-12.5pp | -3.21%-13.6pp | -14.65%-2.2pp |
| Employer contribution / active EE | $0 | $53,412-100.0% | $46,051-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |