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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $4,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,275 | $52,722+29.5% | $90,440-24.5% | $73,412-7.0% |
| Participation rate | 43.8% | 67.7%-24.0pp | 72.7%-28.9pp | 72.2%-28.4pp |
| Annual return | 9.60% | 20.70%-11.1pp | 1294.38%-1284.8pp | 59.30%-49.7pp |
| Employer contribution / active EE | $743 | $1,872-60.3% | $3,263-77.2% | $2,234-66.7% |
| Participant deferral / active EE | $826 | $2,810-70.6% | $3,964-79.2% | $3,806-78.3% |
| Admin fee / account holder | $22 | $117-80.7% | $5,615-99.6% | $158-85.8% |