Filed January 6, 2022 (most recent of 3 filings on file)
Total covered: 139 employees
| Provider | Service type | Compensation |
|---|---|---|
PRIAC1 year Service code 14 · EIN 06-1050034 | Plan Administrator | $44,918 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $20,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $19,677 |
Filed as: PRUENTIAL RETREMENT INSURANCE AND Service code 37 · EIN 06-1050034 | Loan Processing | $3,350 |
Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: PRUDENTIAL INV MANAGEMENT SERVICES Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
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 | $168,242 | $110,699+52.0% | $177,839-5.4% | $90,274+86.4% |
| Participation rate | 99.3% | 88.3%+11.0pp | 87.7%+11.6pp | 73.4%+26.0pp |
| Annual return | 20.49% | 22.79%-2.3pp | 48.33%-27.8pp | 53.97%-33.5pp |
| Employer contribution / active EE | $3,586 | $4,118-12.9% | $5,919-39.4% | $2,523+42.1% |
| Participant deferral / active EE | $8,275 | $6,731+22.9% | $7,714+7.3% | $4,231+95.6% |
| Admin fee / account holder | $22 | $90-75.6% | $12,432-99.8% | $114-80.8% |