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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $4,054 |
INVEST FINANCIAL CORPORATION2 years Filed as: INVEST FINANCIAL CORP Service code 33 · EIN 59-2195688 | 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 | $66,026 | $44,873+47.1% | $79,466-16.9% | $56,287+17.3% |
| Participation rate | 54.5% | 68.7%-14.2pp | 73.3%-18.8pp | 69.9%-15.3pp |
| Annual return | 6.93% | 0.81%+6.1pp | 718.28%-711.3pp | -9.96%+16.9pp |
| Employer contribution / active EE | $986 | $2,140-53.9% | $2,800-64.8% | $2,111-53.3% |
| Participant deferral / active EE | $1,101 | $2,746-59.9% | $3,704-70.3% | $3,350-67.1% |
| Admin fee / account holder | $22 | $418-94.8% | $5,104-99.6% | $521-95.8% |