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 | $14,031 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 33 · EIN 48-1305000 | Securities brokerage; Securities brok... | $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 | $86,702 | $63,905+35.7% | $74,184+16.9% | $57,658+50.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 21.74% | 60.60%-38.9pp | 17.74%+4.0pp | 5.13%+16.6pp |
| Employer contribution / active EE | $2,283 | $1,840+24.1% | $2,370-3.7% | $1,974+15.7% |
| Participant deferral / active EE | $7,655 | $3,448+122.0% | $3,550+115.7% | $3,061+150.1% |
| Admin fee / account holder | $32 | $91-64.9% | $5,586-99.4% | $95-66.2% |