| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $196,216 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,781 |
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 | $567,181 | $82,188+590.1% | $125,401+352.3% | $64,829+774.9% |
| Participation rate | 97.0% | 77.9%+19.1pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -14.10% | 3.50%-17.6pp | 572.53%-586.6pp | 32.85%-47.0pp |
| Employer contribution / active EE | $19,634 | $3,617+442.8% | $4,816+307.7% | $2,507+683.1% |
| Participant deferral / active EE | $13,712 | $7,177+91.1% | $7,448+84.1% | $4,312+218.0% |
| Admin fee / account holder | $518 | $163+217.4% | $10,008-94.8% | $188+175.8% |