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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $103,867 |
Filed as: GOLDBERG, YOLLES, AND LEPORE LLC Service code 10 · EIN 36-4019175 | Accounting | $45,000 |
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 | $73,909 | $82,783-10.7% | $133,978-44.8% | $90,274-18.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 79.8%+20.2pp | 73.4%+26.6pp |
| Annual return | 26.21% | 21.89%+4.3pp | 45.10%-18.9pp | 53.97%-27.8pp |
| Employer contribution / active EE | $3,100 | $2,388+29.8% | $3,919-20.9% | $2,523+22.9% |
| Participant deferral / active EE | $7,633 | $4,291+77.9% | $5,047+51.2% | $4,231+80.4% |
| Admin fee / account holder | $104 | $93+12.1% | $8,930-98.8% | $114-8.7% |