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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-6106830 | Plan Administrator | $165,157 |
Service code 49 · EIN 51-6129775 | Other Services | $150,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $6,624 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 14 · EIN 13-4122960 | Plan Administrator | $23 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,554 | $57,921-11.0% | $84,753-39.2% | $57,658-10.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.35% | 10.24%-6.9pp | 22.78%-19.4pp | 5.13%-1.8pp |
| Employer contribution / active EE | $4,158 | $2,598+60.0% | $3,574+16.3% | $1,974+110.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $570 | $130+339.2% | $5,333-89.3% | $95+502.5% |