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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL TRUST COMPANY Service code 72 · EIN 23-6994310 | Other investment fees and expenses | $29,879 |
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Participant contribution per participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | 10.16% | 4.44%+5.7pp | 4.72%+5.4pp | 4.16%+6.0pp |
| Employer contribution / active EE | $292,913 | $41,495+605.9% | $30,821+850.4% | $42,918+582.5% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |