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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL TRUST CO. Service code 72 · EIN 23-6994310 | Other investment fees and expenses | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $253,870-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 4.3%-4.3pp |
| Annual return | -3.02% | -1.11%-1.9pp | -1.10%-1.9pp | 2.81%-5.8pp |
| Employer contribution / active EE | $15,000 | $19,191-21.8% | $27,248-44.9% | $16,358-8.3% |
| Participant deferral / active EE | $0 | $1,024-100.0% | $105-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $702,575-100.0% | $1,639-100.0% |