Filed August 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $7,480 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,418 | $57,096+47.9% | $94,229-10.4% | $55,191+53.0% |
| Participation rate | 67.8% | 75.7%-7.9pp | 78.8%-11.0pp | 69.2%-1.4pp |
| Annual return | -1.58% | 159.65%-161.2pp | 10.68%-12.3pp | 10.78%-12.4pp |
| Employer contribution / active EE | $609 | $1,708-64.3% | $3,587-83.0% | $1,899-67.9% |
| Participant deferral / active EE | $3,841 | $3,165+21.3% | $4,320-11.1% | $3,046+26.1% |
| Admin fee / account holder | $28 | $89-68.6% | $6,269-99.6% | $91-69.2% |