Filed November 17, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $204,716 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,866 | $111,491+182.4% | $189,537+66.1% | $86,821+262.7% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.8%+7.1pp | 72.3%+22.6pp |
| Annual return | 7.95% | 83.50%-75.5pp | 555.34%-547.4pp | 97.94%-90.0pp |
| Employer contribution / active EE | $3,598 | $3,951-8.9% | $6,161-41.6% | $2,406+49.6% |
| Participant deferral / active EE | $9,153 | $6,437+42.2% | $8,220+11.3% | $4,132+121.5% |
| Admin fee / account holder | $405 | $189+114.5% | $12,048-96.6% | $170+138.7% |