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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $31,765 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $20,000 |
Service code 27 · EIN 63-1128344 | Advisory (Plan) | $12,896 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $5,538 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $95,772 | $185,342-48.3% | $111,308-14.0% | $86,821+10.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 13.63% | 500.80%-487.2pp | 54.67%-41.0pp | 97.94%-84.3pp |
| Employer contribution / active EE | $1,750 | $2,246-22.1% | $2,732-35.9% | $2,406-27.3% |
| Participant deferral / active EE | $5,675 | $4,458+27.3% | $4,487+26.5% | $4,132+37.3% |
| Admin fee / account holder | $67 | $255-73.6% | $7,965-99.2% | $170-60.2% |