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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,722 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 | Other Services | $5,730 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,199 | $63,114-72.8% | $92,915-81.5% | $65,186-73.6% |
| Participation rate | 80.0% | 68.8%+11.2pp | 76.0%+4.0pp | 70.2%+9.8pp |
| Annual return | 30.71% | 28.75%+2.0pp | 109.45%-78.7pp | 29.39%+1.3pp |
| Employer contribution / active EE | $862 | $2,571-66.5% | $3,653-76.4% | $2,177-60.4% |
| Participant deferral / active EE | $4,889 | $3,108+57.3% | $4,238+15.4% | $3,514+39.1% |
| Admin fee / account holder | $99 | $624-84.1% | $5,796-98.3% | $847-88.3% |