Filed August 10, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,160 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 33 · EIN 48-1305000 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,264 | $72,770+39.2% | $67,652+49.7% | $55,191+83.5% |
| Participation rate | 58.1% | 78.8%-20.6pp | 75.7%-17.5pp | 69.2%-11.0pp |
| Annual return | 1.25% | -3.26%+4.5pp | 6625.40%-6624.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,325 | $1,769-25.1% | $2,266-41.5% | $1,899-30.2% |
| Participant deferral / active EE | $4,829 | $3,408+41.7% | $3,560+35.7% | $3,046+58.5% |
| Admin fee / account holder | $15 | $79-81.2% | $4,821-99.7% | $91-83.7% |