Filed January 6, 2022 (most recent of 3 filings on file)
Total covered: 139 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $19,937 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,975 |
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 | $86,584 | $75,760+14.3% | $123,105-29.7% | $59,188+46.3% |
| Participation rate | 98.7% | 86.0%+12.6pp | 86.8%+11.9pp | 69.4%+29.2pp |
| Annual return | 2.25% | 2.93%-0.7pp | 13.22%-11.0pp | 5.51%-3.3pp |
| Employer contribution / active EE | $2,839 | $3,415-16.9% | $5,151-44.9% | $2,098+35.3% |
| Participant deferral / active EE | $5,511 | $5,000+10.2% | $6,229-11.5% | $3,265+68.8% |
| Admin fee / account holder | $17 | $61-71.3% | $9,014-99.8% | $92-81.1% |