| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $164,811 |
Service code 51 · EIN 51-0303390 | Investment Mgmt Fees | $123,227 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $4,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $639,784 | $104,336+513.2% | $159,495+301.1% | $86,828+636.8% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.5pp | 72.3%+24.0pp |
| Annual return | 30.38% | 26.32%+4.1pp | 263.72%-233.3pp | 97.95%-67.6pp |
| Employer contribution / active EE | $16,967 | $3,451+391.6% | $4,831+251.2% | $2,406+605.2% |
| Participant deferral / active EE | $11,640 | $6,837+70.3% | $7,354+58.3% | $4,132+181.7% |
| Admin fee / account holder | $436 | $172+153.2% | $10,804-96.0% | $170+157.2% |