| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $53,420 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,719 |
PENSION ASSURANCE LLP1 year Service code 27 · EIN 30-0840934 | Advisory (Plan) | $8,500 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $48,115 | $79,519-39.5% | $95,968-49.9% | $73,415-34.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 13.42% | 19.20%-5.8pp | 91.65%-78.2pp | 59.30%-45.9pp |
| Employer contribution / active EE | $816 | $2,048-60.1% | $2,542-67.9% | $2,234-63.5% |
| Participant deferral / active EE | $4,545 | $4,138+9.8% | $4,167+9.1% | $3,806+19.4% |
| Admin fee / account holder | $111 | $184-39.9% | $6,798-98.4% | $158-29.8% |