Filed April 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $187,505 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,586 | $40,592+34.5% | $86,216-36.7% | $103,590-47.3% |
| Participation rate | 34.2% | 58.1%-23.9pp | 69.0%-34.8pp | 73.3%-39.1pp |
| Annual return | 6.03% | 18.32%-12.3pp | 1169.42%-1163.4pp | 33.13%-27.1pp |
| Employer contribution / active EE | $671 | $974-31.1% | $2,382-71.8% | $3,213-79.1% |
| Participant deferral / active EE | $1,979 | $2,072-4.5% | $3,986-50.4% | $5,214-62.0% |
| Admin fee / account holder | $70 | $85-16.8% | $6,853-99.0% | $114-38.2% |