Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $164,893 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $36,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,489 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 33-0087345 | Accounting | $10,600 |
PRIAC1 year Service code 10 · EIN 06-1050034 | Accounting | $6,005 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,654 | $144,879-42.3% | $111,308-24.8% | $93,010-10.1% |
| Participation rate | 99.6% | 86.1%+13.5pp | 77.3%+22.3pp | 73.9%+25.7pp |
| Annual return | 16.46% | 18.11%-1.6pp | 54.67%-38.2pp | 158.70%-142.2pp |
| Employer contribution / active EE | $2,932 | $3,052-4.0% | $2,732+7.3% | $2,705+8.4% |
| Participant deferral / active EE | $7,416 | $5,576+33.0% | $4,487+65.3% | $4,561+62.6% |
| Admin fee / account holder | $162 | $104+56.7% | $7,965-98.0% | $152+6.9% |