Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 14 · EIN 06-1050034 | Plan Administrator | $87,852 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,885 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,042 | $85,144+33.9% | $130,070-12.3% | $80,187+42.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 78.5%+21.5pp | 72.9%+27.1pp |
| Annual return | 17.86% | 23.78%-5.9pp | -137.40%+155.3pp | 40.40%-22.5pp |
| Employer contribution / active EE | $1 | $3,059-100.0% | $4,322-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $4,992-100.0% | $5,821-100.0% | $5,016-100.0% |
| Admin fee / account holder | $70 | $392-82.1% | $10,600-99.3% | $145-51.6% |