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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $550 |
Filed as: PRUDENTIAL INSURANCE & ANNUITY CO. Service code 28 · EIN 06-1050034 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,211 | $69,977+87.5% | $108,582+20.8% | $62,881+108.7% |
| Participation rate | 88.8% | 72.9%+15.9pp | 79.6%+9.2pp | 69.3%+19.4pp |
| Annual return | 0.15% | 10.73%-10.6pp | -51.70%+51.9pp | 20.14%-20.0pp |
| Employer contribution / active EE | $7,899 | $2,135+270.0% | $3,758+110.2% | $2,281+246.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |