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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $1,050 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 55 · EIN 34-1542819 | Other Commissions | $0 |
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 | $64,679 | $63,905+1.2% | $74,184-12.8% | $57,658+12.2% |
| Participation rate | 86.1% | 79.8%+6.4pp | 76.6%+9.5pp | 70.2%+15.9pp |
| Annual return | 4.80% | 60.60%-55.8pp | 17.74%-12.9pp | 5.13%-0.3pp |
| Employer contribution / active EE | $3,243 | $1,840+76.2% | $2,370+36.8% | $1,974+64.3% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $4 | $91-95.6% | $5,586-99.9% | $95-95.7% |