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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RTMT INS AND ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $5,307 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,427 |
Filed as: PRUDENTIAL Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,816 | $55,453-48.0% | $170,435-83.1% | $62,293-53.7% |
| Participation rate | 94.3% | 66.4%+27.9pp | 83.6%+10.7pp | 69.5%+24.8pp |
| Annual return | 6.26% | 21.38%-15.1pp | 205.94%-199.7pp | 28.90%-22.6pp |
| Employer contribution / active EE | $1,536 | $2,164-29.0% | $5,432-71.7% | $2,042-24.8% |
| Participant deferral / active EE | $1,388 | $2,303-39.7% | $4,939-71.9% | $3,169-56.2% |
| Admin fee / account holder | $40 | $455-91.2% | $13,881-99.7% | $479-91.6% |