Filed January 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $3,852 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $336 |
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 | $114,487 | $73,404+56.0% | $87,103+31.4% | $67,582+69.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 17.58% | 48.29%-30.7pp | 28.19%-10.6pp | 378.57%-361.0pp |
| Employer contribution / active EE | $1,118 | $2,014-44.5% | $2,521-55.7% | $2,148-48.0% |
| Participant deferral / active EE | $8,905 | $3,913+127.6% | $4,049+120.0% | $3,539+151.6% |
| Admin fee / account holder | $11 | $142-92.0% | $7,491-99.8% | $142-92.1% |