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| Provider | Service type | Compensation |
|---|---|---|
PRUCO SECURITIES, LLC4 years Service code 49 · EIN 90-1018590 | Other Services | $24,872 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,048 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,307 | $55,437-65.2% | $155,534-87.6% | $74,459-74.1% |
| Participation rate | 86.9% | 61.9%+25.0pp | 78.2%+8.6pp | 67.2%+19.6pp |
| Annual return | 8.93% | 269.58%-260.7pp | 64.92%-56.0pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $691 | $2,266-69.5% | $4,675-85.2% | $2,626-73.7% |
| Participant deferral / active EE | $2,064 | $2,837-27.3% | $5,630-63.3% | $4,350-52.6% |
| Admin fee / account holder | $53 | $1,742-97.0% | $15,900-99.7% | $1,945-97.3% |