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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $1,415 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 55 · EIN 34-1542819 | Other Commissions | $0 |
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 | $66,396 | $54,320+22.2% | $67,653-1.9% | $52,331+26.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.28% | 6.81%-5.5pp | 6625.22%-6623.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,881 | $1,544+86.6% | $2,266+27.2% | $1,882+53.1% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $5 | $527-99.0% | $4,821-99.9% | $592-99.1% |