| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $80,430 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,597 |
PENSION ASSURANCE LLP1 year Service code 27 · EIN 30-0840934 | Advisory (Plan) | $8,500 |
BRYAN CAVE LLP2 years Service code 10 · EIN 43-0602162 | Accounting | $6,446 |
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 | $125,003 | $79,519+57.2% | $95,968+30.3% | $73,415+70.3% |
| Participation rate | 99.4% | 81.2%+18.2pp | 77.1%+22.3pp | 72.2%+27.2pp |
| Annual return | 15.91% | 19.20%-3.3pp | 91.65%-75.7pp | 59.30%-43.4pp |
| Employer contribution / active EE | $2,635 | $2,048+28.7% | $2,542+3.7% | $2,234+18.0% |
| Participant deferral / active EE | $5,903 | $4,138+42.6% | $4,167+41.7% | $3,806+55.1% |
| Admin fee / account holder | $128 | $184-30.3% | $6,798-98.1% | $158-18.7% |