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 13 · EIN 06-1050034 | Contract Administrator | $244,336 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $0 |
Filed as: PRUDENTIAL TRUST CO. Service code 52 · EIN 23-6994310 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,221 | $52,626+61.9% | $98,508-13.5% | $93,010-8.4% |
| Participation rate | 98.8% | 65.3%+33.4pp | 73.3%+25.4pp | 73.9%+24.9pp |
| Annual return | 13.20% | 16.95%-3.7pp | 1495.22%-1482.0pp | 158.70%-145.5pp |
| Employer contribution / active EE | $4,299 | $1,894+127.0% | $2,961+45.2% | $2,705+58.9% |
| Participant deferral / active EE | $6,895 | $2,907+137.2% | $4,276+61.2% | $4,561+51.2% |
| Admin fee / account holder | $59 | $102-42.5% | $5,956-99.0% | $152-61.3% |