Filed August 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $90,277 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $42 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,883 | $121,341+134.8% | $189,513+50.3% | $79,386+258.9% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.8%+11.5pp | 70.7%+28.6pp |
| Annual return | 13.04% | 21.08%-8.0pp | 555.15%-542.1pp | 116.85%-103.8pp |
| Employer contribution / active EE | $5,577 | $3,915+42.5% | $6,162-9.5% | $2,427+129.8% |
| Participant deferral / active EE | $8,439 | $6,395+32.0% | $8,221+2.6% | $4,046+108.6% |
| Admin fee / account holder | $279 | $651-57.2% | $12,045-97.7% | $626-55.5% |