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 | $31,666 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $630 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $128,430 | $79,519+61.5% | $95,964+33.8% | $73,412+74.9% |
| Participation rate | 99.7% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 19.08% | 19.20%-0.1pp | 91.64%-72.6pp | 59.30%-40.2pp |
| Employer contribution / active EE | $2,640 | $2,048+28.9% | $2,541+3.9% | $2,234+18.2% |
| Participant deferral / active EE | $8,978 | $4,138+116.9% | $4,167+115.5% | $3,806+135.9% |
| Admin fee / account holder | $71 | $184-61.4% | $6,797-99.0% | $158-55.0% |