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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $49,636 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $18,000 |
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 | $26,219 | $38,925-32.6% | $73,836-64.5% | $55,191-52.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 2.27% | 6.31%-4.0pp | 2268.06%-2265.8pp | 10.78%-8.5pp |
| Employer contribution / active EE | $2,321 | $1,695+36.9% | $2,787-16.7% | $1,899+22.2% |
| Participant deferral / active EE | $705 | $2,351-70.0% | $3,583-80.3% | $3,046-76.9% |
| Admin fee / account holder | $31 | $83-62.1% | $4,882-99.4% | $91-65.4% |