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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,220 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 33 · EIN 13-2655998 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $119,533 | $52,884+126.0% | $84,753+41.0% | $55,167+116.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.28% | 18.03%-13.8pp | 22.78%-18.5pp | 169.23%-165.0pp |
| Employer contribution / active EE | $994 | $2,233-55.5% | $3,574-72.2% | $1,963-49.3% |
| Participant deferral / active EE | $9,197 | $2,644+247.9% | $3,712+147.8% | $3,054+201.1% |
| Admin fee / account holder | $10 | $581-98.3% | $5,333-99.8% | $504-98.1% |