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 | $1,108,057 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $60,090 |
Filed as: PRUDENTIAL INV. MGMT. SERVICES LLC Service code 50 · EIN 13-4122960 | Direct Payment | $28,809 |
ALPHA CAPITAL ADVISORS INC. DBA EFS2 years Service code 27 · EIN 01-0511877 | Advisory (Plan) | $7,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,064 | $68,330+47.9% | $149,673-32.5% | $96,393+4.8% |
| Participation rate | 62.6% | 74.6%-12.0pp | 78.8%-16.1pp | 71.3%-8.6pp |
| Annual return | 19.02% | 29.64%-10.6pp | 134.42%-115.4pp | 22.88%-3.9pp |
| Employer contribution / active EE | $1,717 | $2,139-19.8% | $4,818-64.4% | $3,238-47.0% |
| Participant deferral / active EE | $5,775 | $4,422+30.6% | $5,680+1.7% | $5,455+5.9% |
| Admin fee / account holder | $40 | $52-22.9% | $13,210-99.7% | $74-45.7% |