| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $200,944 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $92,765 |
Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $43,056 |
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 | $130,663 | $123,286+6.0% | $75,501+73.1% | $77,958+67.6% |
| Participation rate | 92.4% | 78.8%+13.6pp | 72.4%+20.0pp | 71.6%+20.7pp |
| Annual return | 12.44% | 20.45%-8.0pp | 27.35%-14.9pp | 20.87%-8.4pp |
| Employer contribution / active EE | $4,981 | $2,035+144.8% | $2,352+111.8% | $2,310+115.6% |
| Participant deferral / active EE | $5,987 | $3,095+93.4% | $3,142+90.5% | $3,537+69.3% |
| Admin fee / account holder | $15 | $144-89.9% | $5,801-99.7% | $97-85.1% |