Filed January 23, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $162,191 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 67 · EIN 22-1211670 | Other insurance wrap fees | $42,826 |
Filed as: PRUDENTIAL TRUST CO. Service code 15 · EIN 23-6994310 | Recordkeeping | $38,665 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,682 | $37,884+44.3% | $79,472-31.2% | $75,289-27.4% |
| Participation rate | 98.6% | 65.0%+33.6pp | 73.3%+25.3pp | 72.4%+26.2pp |
| Annual return | -6.29% | 1.06%-7.4pp | 718.32%-724.6pp | -0.04%-6.3pp |
| Employer contribution / active EE | $3,718 | $1,680+121.3% | $2,801+32.8% | $2,405+54.6% |
| Participant deferral / active EE | $5,799 | $2,569+125.7% | $3,704+56.6% | $3,739+55.1% |
| Admin fee / account holder | $53 | $77-30.9% | $5,104-99.0% | $102-48.3% |