Filed November 6, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RTMT INS AND ANNUITY CO Service code 21 · EIN 06-1050034 | Bank Trustee | $211,030 |
Service code 28 · EIN 06-1055669 | Investment Management | $43,273 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $18,026,966-100.0% | $298,592-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 44.5%-44.5pp | 1.8%-1.8pp |
| Annual return | -0.16% | 0.19%-0.4pp | -0.25%+0.1pp | 0.19%-0.4pp |
| Employer contribution / active EE | $0 | $13,763-100.0% | $39,776-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $0-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $18,607-100.0% | $426-100.0% |