Filed September 9, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $143,575 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $61,264 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,298 | $33,232+51.4% | $71,796-29.9% | $63,975-21.4% |
| Participation rate | 33.5% | 60.1%-26.6pp | 69.1%-35.6pp | 71.1%-37.6pp |
| Annual return | 5.76% | 11.99%-6.2pp | 78.04%-72.3pp | 48.65%-42.9pp |
| Employer contribution / active EE | $420 | $723-41.9% | $1,924-78.2% | $2,182-80.7% |
| Participant deferral / active EE | $1,375 | $1,604-14.3% | $2,794-50.8% | $3,356-59.0% |
| Admin fee / account holder | $181 | $63+184.8% | $4,815-96.2% | $70+156.7% |