Filed November 20, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $139,411 |
MMCSC BOSTONIAN GROUP DIVISION2+ years Service code 16 · EIN 06-1685865 | Consulting | $28,000 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $8,750 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,043 | $96,458-24.3% | $136,297-46.4% | $77,958-6.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 14.50% | 23.78%-9.3pp | 5156.16%-5141.7pp | 20.87%-6.4pp |
| Employer contribution / active EE | $3,544 | $3,144+12.7% | $4,696-24.5% | $2,310+53.4% |
| Participant deferral / active EE | $4,568 | $5,902-22.6% | $6,247-26.9% | $3,537+29.2% |
| Admin fee / account holder | $114 | $80+41.3% | $9,244-98.8% | $97+16.8% |