| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $239,477 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $110,554 |
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $52,735 |
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 | $117,769 | $54,890+114.6% | $63,244+86.2% | $59,188+99.0% |
| Participation rate | 92.5% | 75.6%+17.0pp | 71.0%+21.5pp | 69.4%+23.1pp |
| Annual return | -0.84% | 4.56%-5.4pp | -70.31%+69.5pp | 5.51%-6.3pp |
| Employer contribution / active EE | $5,443 | $1,831+197.3% | $2,322+134.4% | $2,098+159.4% |
| Participant deferral / active EE | $5,854 | $2,803+108.9% | $2,953+98.2% | $3,265+79.3% |
| Admin fee / account holder | $19 | $66-71.8% | $5,893-99.7% | $92-79.8% |