Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $26,389 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,000 |
Service code 10 · EIN 63-1128344 | Accounting | $11,971 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,250 |
Service code 15 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,830 | $73,404+14.2% | $87,103-3.8% | $67,582+24.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 16.73% | 48.29%-31.6pp | 28.19%-11.5pp | 378.57%-361.8pp |
| Employer contribution / active EE | $5,927 | $2,014+194.3% | $2,521+135.1% | $2,148+176.0% |
| Participant deferral / active EE | $5,297 | $3,913+35.4% | $4,049+30.8% | $3,539+49.7% |
| Admin fee / account holder | $48 | $142-65.8% | $7,491-99.4% | $142-65.9% |