Filed April 23, 2021 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 37 · EIN 06-1050034 | Loan Processing | $722,890 |
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $306,637 |
Filed as: PRUDENTIAL INVESTMENT MGMT SERV LLC Service code 63 | 12b-1 Fees | $12,132 |
Filed as: PRUDENTIAL INV. MGMT. SERVICES LLC Service code 28 · EIN 13-4122960 | Investment Management | $23 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,043 | $68,062+51.4% | $185,854-44.6% | $106,520-3.3% |
| Participation rate | 65.3% | 75.2%-9.9pp | 81.7%-16.4pp | 71.3%-6.0pp |
| Annual return | 13.95% | 18.20%-4.3pp | 122.12%-108.2pp | 19.28%-5.3pp |
| Employer contribution / active EE | $1,570 | $1,997-21.4% | $5,169-69.6% | $2,840-44.7% |
| Participant deferral / active EE | $5,564 | $3,990+39.4% | $5,569-0.1% | $4,948+12.5% |
| Admin fee / account holder | $37 | $53-29.7% | $16,246-99.8% | $75-50.2% |