Filed April 23, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 15 · EIN 06-1050034 | Recordkeeping | $1,378,237 |
Filed as: PRUDENTIAL INV. MGMT. SERVICES LLC Service code 50 · EIN 13-4122960 | Direct Payment | $28,317 |
Service code 27 · EIN 01-0511877 | Advisory (Plan) | $7,487 |
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 | $86,414 | $83,057+4.0% | $143,788-39.9% | $89,394-3.3% |
| Participation rate | 64.0% | 74.0%-10.0pp | 80.3%-16.3pp | 71.3%-7.3pp |
| Annual return | -16.87% | -13.97%-2.9pp | -0.03%-16.8pp | -11.89%-5.0pp |
| Employer contribution / active EE | $1,675 | $2,095-20.0% | $4,952-66.2% | $3,022-44.6% |
| Participant deferral / active EE | $5,788 | $4,281+35.2% | $5,638+2.7% | $5,123+13.0% |
| Admin fee / account holder | $49 | $83-40.8% | $14,675-99.7% | $79-38.1% |