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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $4,201 |
Filed as: INVEST FINANCIAL CORP Service code 33 · EIN 59-2195688 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,717 | $50,637+29.8% | $86,582-24.1% | $62,293+5.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.32% | 20.80%-13.5pp | 965.08%-957.8pp | 28.90%-21.6pp |
| Employer contribution / active EE | $1,939 | $2,075-6.6% | $2,839-31.7% | $2,042-5.1% |
| Participant deferral / active EE | $2,116 | $2,611-19.0% | $3,609-41.4% | $3,169-33.2% |
| Admin fee / account holder | $24 | $413-94.2% | $4,904-99.5% | $479-95.0% |